CWC Advisors Email Formats

Investment Management • Lake Oswego, Oregon, United States • 1-10 Employees

Key Contact at CWC Advisors

Ty Cleland

Vice President, Client Relations

Company overview

Headquarters	5800 Meadows Rd, Suite 230, Lake Oswego, Oregon 97035, US
Phone number	+15039680950
Websites	cwcadvisors.com cwcgroup.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Real Estate Investing, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Financial Planning, Alternative Investments, Estate Planning, Financial Projections, Separately Managed Accounts, ETF, Institutional Investing, Risk Tolerance
Founded	2000
Employees	1-10
Socials

About CWC Advisors

CWC Advisors has been the home for trustworthy wealth management in the Pacific Northwest for more than two decades. Founded in 2000, we have proudly serviced the PNW region with our professional and personal approach to finance for over 23 years. The CWC Advisors management team combines over 100 years of portfolio management and technology industry experience. Our mission is to exceed our client’s expectations by providing sound investment advice tailored to specific needs. We excel at offering a platform of diversified investment products ranging from Separately Managed Accounts, ETF Portfolios and Alternative Investments. At CWC Advisors, our portfolio management team creates and manages globally diversified portfolios for individuals as well as small cap portfolios for Institutions. Learn more about CWC at www.cwcadvisors.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

CWC Advisors has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

CWC Advisors has never raised funding before.

CWC Advisors Tech Stack

Discover the technologies and tools that power CWC Advisors's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Priority Hints

Performance

Frequently asked questions

CWC Advisors is located in Lake Oswego, Oregon, US.

You can reach CWC Advisors at +15039680950.

CWC Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

CWC Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CWC Advisors

Ty Cleland

Vice President, Client Relations

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