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Michael Engels

4 Years of Experience
Newport Beach, CA
Broker

Michael Engels is a registered investment advisor at Cws Investments, based in Newport Beach, CA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.

Compensation
N/A
Firm Size
12 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

CWSI does not charge investment management fees to clients. They act as a solicitor for affiliated real estate funds.

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Location

14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660

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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.

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Other Business Activities

Michael is an owner/officer and advisory board member of CWS Capital Partners LLC and CWS Apartment Homes, a property management firm. He is also a registered representative with FINRA member firm CWS Investments, Inc., dedicating the majority of his time to these partnerships.

Employment History
Current Registrations
Cws Investments
June 2022 - Present · 3 yrs 11 mos
Cws Capital Partners LLC
March 2022 - Present · 4 yrs 2 mos
Cws Investments
January 2022 - Present · 4 yrs 4 mos
Cws InvestmentsBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Engels - Financial Advisor | TrueAdvisor