Jude
Kotarides
Cw Advisors, LLC
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About this Advisor
Jude Kotarides is a financial advisor based in Havre De Grace, Maryland, working with Cw Advisors, LLC. Jude has previously worked at Alliant Financial Management, Inc and Congress Wealth Management LLC. Jude is registered to provide services in Maryland. Currently, Jude is part of Cw Advisors, LLC, which operates out of Havre De Grace, Maryland. The firm has 26 offices and 110 employees. The firm manages $9.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cw Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cw Advisors, LLC Brokerage Details
$9,301,984,860
110
12,836
$724,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jude Kotarides Work History
Congress Wealth Management LLC
Alliant Financial Management, Inc
Disclosures
Please visit the SEC profile of Jude Kotarides to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cw Advisors, LLC
Boston, MA
Boston, MA
Columbia, MD
Boston, MA
Boston, MA
Boston, MA
Fairfax, VA
Boston, MA
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