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

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