CWS INVESTMENTS

CLAYTON, WILLIAMS & SHERWOOD INVESTMENTS

CRD 23551

14 CORPORATE PLAZA, STE. 210, NEWPORT BEACH, CA, 92660, United States

Phone

800-466-0020

Fax

949-640-4931

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

27 total employees; 12 advisory reps

Clients

—

Fees

REIMBURSED EXPENSES

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

Yes

Services

SOLICITOR FOR AFFILIATED PRIVATE FUNDS

Official SEC filing: View on IAPD