RW INVESTMENT MANAGEMENT LLC

1028 S. Bridgeway Place
Suite 200
Eagle, Idaho 83616
Tel: 208-333-1433

About RW INVESTMENT MANAGEMENT LLC

RW INVESTMENT MANAGEMENT LLC, formally registered with the SEC as RW INVESTMENT MANAGEMENT LLC. The firm was established in 02/22/2016. They have over 1 offices throughout the country.

RW INVESTMENT MANAGEMENT LLC is a Eagle, Idaho based Financial Planning firm with nearly $1,380,795,719 assets under management, offering retirement planning & investment advisory services to 2334 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282707
SEC#	801-107268
Assets Managed by Firm	$1,380,795,719
No. of Clients	2334
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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	2334	$1,380,795,719
Individuals (other than high net worth individuals)	400	$112,309,056
High net worth individuals	362	$1,078,775,438
Pension and profit sharing plans	30	$146,422,495
Charitable organizations	7	$37,116,486
Corporations or other businesses	Fewer than 5 clients	$6,172,244

More Retirement Planning firms in Eagle, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
CONTINUUM ADVISORY, LLC 873 E. State Street Eagle, ID, 83616	$1,292,188,582	2953	66

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