CWC ADVISORS, LLC

CWC ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 127739). Regulatory assets under management: $445.3M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (21)

NameRoleLocation
Gary Richard WoolworthPRESIDENT/CHIEF COMPLIANCE OFFICER
Thane Alan ClelandCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
James William DaskalosMEMBER
Larry Dee ClelandMEMBER
Eric Ward HamiltonMEMBER
Richard Lee Woolworth TrustMEMBER
Diane Catherine LandgrafMEMBER
Ty ClelandMEMBER
WOOLWORTH GARY RICHARDPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
CLELAND THANE ALANCHIEF EXECUTIVE OFFICER
WOOLWORTH RICHARD LEEINVESTOR; MEMBER
DASKALOS JAMES WINVESTOR; MEMBER
CLELAND LARRY DINVESTOR; MEMBER
PRINZ CHERYL MOOREMEMBER; PORTFOLIO MANAGER
HUFFMAN JEFFREY DAVIDINVESTOR; MEMBER
DASKALOS JAMES WILLIAMMEMBER
CLELAND LARRY DEEMEMBER
HAMILTON ERIC WARDMEMBER
HAMILTON ERIC WMEMBER
Landgraf DianeMEMBER
LANDGRAF DIANE CATHERINEMEMBER

More on this firm