LWI Financial Review


Trust Score 95%
Trust Score info_outline
Share

LWI Financial, federally registered in 1998, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 41 advisors. LWI Financial manages $17.2 billion and provides investment advisory services for 25,320 clients (1:618 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $100,000
Avg Account Balance $680,136
Hybrid Advisor Yes
Disciplinary History No
Total AUM $17.2 billion
Advisor / Client Ratio 1:618
Headquarters San Jose, CA
SEC Filings Forms and Brochures
State(s) Registered


Questions & Answers



Get answers about LWI Financial


Ask a question question_answer