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FWG INVESTMENTS, LLC
2704 Old Rosebud Road
Suite 160
Lexington, Kentucky 40509
Tel: 859-309-0349
About FWG INVESTMENTS, LLC
FWG INVESTMENTS, LLC, formally registered with the SEC as FWG INVESTMENTS, LLC. The firm was established in 04/26/2018. They have over 6 offices throughout the country.
FWG INVESTMENTS, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $205,904,853 assets under management, offering retirement planning & investment advisory services to 2659 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284064 |
| SEC# | 801-112954 |
| Assets Managed by Firm | $205,904,853 |
| No. of Clients | 2659 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2659 | $205,904,853 |
| Individuals (other than high net worth individuals) | 1202 | $172,986,132 |
| High net worth individuals | 46 | $32,918,721 |
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