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LNW
801 Second Avenue, Suite 1600
Seattle, Washington 98104-1564
Tel: 206-464-5100
About LNW
LNW, formally registered with the SEC as LNW. The firm was established in 06/08/2001. They have over 5 offices throughout the country.
LNW is a Seattle, Washington based Financial Planning firm with nearly $4,633,920,693 assets under management, offering retirement planning & investment advisory services to 2613 clients. The firm is staffed with 96 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113400 |
| SEC# | 801-60345 |
| Assets Managed by Firm | $4,633,920,693 |
| No. of Clients | 2613 |
| No. of Advisors | 96 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2613 | $4,633,920,693 |
| Individuals (other than high net worth individuals) | 143 | $40,397,754 |
| High net worth individuals | 425 | $4,485,244,034 |
| Charitable organizations | 9 | $89,878,905 |
More Retirement Planning firms in Seattle, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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