MWA Asset Management

EST. AUM
$305,528,265

CONTACTS
2

CLIENT ACCOUNTS
433

Firm Details

Metro area Boston
CRD Number 142912
Website mwa-am.com
Client types

Overview

MWA Asset Management is an SEC-registered investment advisor firm providing personalized financial consulting services. The firm caters to individuals, households, trusts, endowments, pension plans, and small businesses. Their investment strategy focuses on building custom portfolios of individual equities and fixed-income securities, avoiding mutual funds and annuities to minimize fees. MWA emphasizes strong client relationships and works closely with clients' legal and tax advisors. The team is led by Michael J. Capobianco and Randall J. Tavilla, who bring over 50 years of combined experience.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MWA Asset Management

Platform Details

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Alternative Activity

Address

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