TrueAdvisor
TrueAdvisor
BS
BS

Bennett L Sperber

Mwa Financial Services, INC.
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mwa Financial Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

Location

3350 Shelby Street, Suite 330, Ontario, CA, 91764

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Mwa Financial Services, INC.
March 2019 - Present · 6 yrs 11 mos
Mwa Financial Services INC.Broker
February 2017 - Present · 9 yrs
State Registrations10 states
AZCACOIDMNNVOKORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.