PWA FINANCIAL of NEWTOWN, PA is an SEC-registered investment adviser (CRD 165369). Regulatory assets under management: $267.9M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Michael David Carlucci | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Kenneth Charles Coniglio | PRINCIPAL/TREASURER/SECRETARY | — |
| James Michael Carlucci | OWNER | — |
| Virginia Mary Coniglio | OWNER | — |
| CARLUCCI MICHAEL DAVID | PRINCIPAL/CHIEF COMPLIANCE OFFICER; TREASURER/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| CONIGLIO KENNETH CHARLES | MANAGING MEMBER; PRINCIPAL/TREASURER/SECRETARY | — |
| CARLUCCI JAMES M | OWNER | — |
| CONIGLIO VIRGINIA MARY | OWNER | — |
| CARLUCCI JAMES MICHAEL | OWNER | — |