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LWM ADVISORY SERVICES, LLC
1250 S. Pine Island Road
Suite 350
Plantation, Florida 33324
Tel: 954-474-7100
About LWM ADVISORY SERVICES, LLC
LWM ADVISORY SERVICES, LLC, formally registered with the SEC as LWM ADVISORY SERVICES, LLC. The firm was established in 07/30/2014. They have over 1 offices throughout the country.
LWM ADVISORY SERVICES, LLC is a Plantation, Florida based Financial Planning firm with nearly $694,726,024 assets under management, offering retirement planning & investment advisory services to 1778 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172009 |
| SEC# | 801-80096 |
| Assets Managed by Firm | $694,726,024 |
| No. of Clients | 1778 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1778 | $694,726,024 |
| Individuals (other than high net worth individuals) | 835 | $191,995,370 |
| High net worth individuals | 149 | $313,706,708 |
| Pension and profit sharing plans | 88 | $151,941,122 |
| Charitable organizations | 4 | $2,555,886 |
| Corporations or other businesses | 11 | $34,526,938 |
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|---|---|---|---|
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| $118,191,936,095 | 97020 | 845 | |
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