CWS ASSET MANAGEMENT

SCHIEFERLE, COLE

CRD 168521

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$5.2M

Discretionary AUM

$4.6M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)TRUST ASSET MANAGEMENT, COLLEGE FUNDING, CASH FLOW ANALYSIS, DEBT MANAGEMENT, TAXABLE INVESTMENT ACCOUNTS

Client types

Type	Clients	AUM
Individuals	14	$5.2M

All web addresses on file

HTTP://WWW.CWSASSETMANAGEMENT.COM

Official SEC filing: View on IAPD