Cwm Advisors, LLC

California
Registered In
06/25/2014
Incorp. Date

Company Summary

Cwm Advisors, LLC at 650 San Benito ST STE 130, Hollister, Ca 95023 lists Robert Netzly of Hollister, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Converted Out
Registration Type
Domestic
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People

Robert Netzly Individual Agent
650 SAN BENITO ST STE 130, HOLLISTER, CA 95023
Robert Netzly CEO
650 SAN BENITO ST STE 130, HOLLISTER, CA 95023
Robert Netzly Manager
650 SAN BENITO ST STE 130, HOLLISTER, CA 95023
Showing current associates only (3 of 6 total associates). Create a free account to see the full associate history

Map & Locations

650 SAN BENITO ST STE 130, HOLLISTER, CA 95023 View Map
3597 E MONARCH SKY LN STE 330, MERIDIAN, ID 83646 View Map

Financials

Financial Information for Cwm Advisors, LLC

Form 5500

CWM ADVISORS, LLC

3597 E Monarch Sky Lane Suite 330, Boise, Id 83646 (877) 658-9473 EIN:47-1429142 Plan Admin:Yvonne Motherwell
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINSPIRE INVESTING 401(K) PLAN Plan #001 Participants BOY/EOY25 / 32 Assets BOY/EOY$232,063 / $470,153 2023 INSPIRE INVESTING 401(K) PLAN - Plan #001 25 / 32 $232,063 / $470,153
2022 Plan NameINSPIRE INVESTING 401(K) PLAN Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$141,918 / $232,063 2022 INSPIRE INVESTING 401(K) PLAN - Plan #001 27 / 25 $141,918 / $232,063
2021 Plan NameINSPIRE INVESTING 401(K) PLAN Plan #001 Participants BOY/EOY17 / 27 Assets BOY/EOY$0 / $141,918 2021 INSPIRE INVESTING 401(K) PLAN - Plan #001 17 / 27 $0 / $141,918
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CWM ADVISORS, LLC

650 San Benito St. Ste 130, HOLLISTER, CA 95023-3951
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$179,008 Forgiven$180,136 LenderByline Bank Jobs11 04/10/2020 $179,008 $180,136 Byline Bank 11
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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