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Kenneth Kamen

Cw Advisors, LLC
43 Years of Experience
Hamilton, NJ
1 Disclosure
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Kenneth Kamen is a registered investment advisor at Cw Advisors, LLC, based in Hamilton, NJ, with 43 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.

Cw Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,542 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$15.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3625 Quakerbridge Road, Hamilton, NJ, 08619

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 1991
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cw Advisors, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Mercadien Asset Management, LLC
April 2004 - December 2024 · 20 yrs 8 mos
Mercadien SecuritiesBroker
January 2003 - January 2025 · 22 yrs
Kirlin Securities INC.Broker
February 2001 - April 2001 · 2 mos
Kirlin Securities INC.Broker
June 2000 - December 2000 · 6 mos
Princeton Securities CorporationBroker
May 1988 - April 2001 · 12 yrs 11 mos
Fahnestock & CO., INC.Broker
April 1988 - May 1988 · 1 mo
Fahnestock International INC.Broker
April 1988 - April 1988 · 0 mos
Fahnestock & CO., INC.Broker
January 1987 - April 1988 · 1 yr 3 mos
Rooney, Pace INC.Broker
October 1983 - February 1987 · 3 yrs 4 mos
G. K. Scott & CO., INC.Broker
October 1982 - October 1985 · 3 yrs
Blinder, Robinson & Co.,inc.Broker
December 1980 - October 1982 · 1 yr 10 mos
State Registrations2 states
NJPA
Advisor

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.
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