FWS Retirement Services, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 152878
- Registered since
- November 19, 2010
- Website
- fwsgrp.com
Firm profile
FINTRXOverview
FWS Retirement Services, LLC is organized as a limited liability company and has been SEC-registered since 2010. Ownership is listed as a combination of a domestic entity and an individual. The firm is marked in the data set as "unclassified," which suggests the vendor did not assign it to a more specific adviser category. The record shows minimal public disclosure about the firm's business model or client focus. No details are provided for client segments, fee schedules, specific advisory services, or business activities. The profile also indicates FWS Retirement Services does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or a related adviser. The filing includes a note that two office locations are on file, but no further location or contact detail is provided.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831
Brian Hasday
Regional LeaderCRD 6902099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 100 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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