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LNW
580 California St.
San Francisco, California 94104
Tel: (415) 399-9159
About LNW
LNW, formally registered with the SEC as LNW. The firm was established in 04/27/1990. They have over 5 offices throughout the country.
LNW is a San Francisco, California based Financial Planning firm with nearly $7,277,109,024 assets under management, offering retirement planning & investment advisory services to 3828 clients. The firm is staffed with 87 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107341 |
| SEC# | 801-36445 |
| Assets Managed by Firm | $7,277,109,024 |
| No. of Clients | 3828 |
| No. of Advisors | 87 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3828 | $7,277,109,024 |
| High net worth individuals | 568 | $6,775,599,232 |
| Pension and profit sharing plans | 1 | $63,005,409 |
| Charitable organizations | 12 | $344,923,271 |
| Corporations or other businesses | 1 | $57,780,711 |
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