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 $1,154,845,039 assets under management, offering retirement planning & investment advisory services to 2095 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282707
SEC#	801-107268
Assets Managed by Firm	$1,154,845,039
No. of Clients	2095
No. of Advisors	17

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2095	$1,154,845,039
Individuals (other than high net worth individuals)	412	$108,877,888
High net worth individuals	325	$909,879,872
Pension and profit sharing plans	31	$124,152,392
Charitable organizations	7	$8,199,916
Corporations or other businesses	Fewer than 5 clients	$3,734,971

Inquire with RW INVESTMENT MANAGEMENT LLC

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	$5,919,748,883	291	48
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,626,745,624	72	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,031,677,896	1428	23
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,678,868,561	792	5
CONTINUUM ADVISORY, LLC 873 E. State Street Eagle, ID, 83616	$1,019,114,914	2045	67

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