Cwc Advisors, Llc, OR — Investment Adviser | BuildTrust

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CWC ADVISORS, LLC

Investment AdviceLAKE OSWEGO, OR

Assets Under Management

$421.5M

Total AUM

Donut chart: Discretionary 415.7M, Non-Discretionary 5.8M
Category	Value
Discretionary	415.7M
Non-Discretionary	5.8M

Adviser Information

Field	Value
CRD Number	127739
SEC Number	801-62369
Street Address	5800 MEADOWS ROAD
Street Address 2	SUITE 230
Location	LAKE OSWEGO, OR 97035-8899
Country	United States
Phone	503-968-0950
Fax	503-968-0898
Total Employees	9

Client Count by Type (219 Total)

Horizontal bar chart: High Net Worth Individual… 217, Pooled Investment Vehicle… 1, Charitable Organizations 1
Category	Value
High Net Worth Individual…	217
Pooled Investment Vehicle…	1
Charitable Organizations	1