FWS RETIREMENT SERVICES, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
152878
Registered since
November 19, 2010
Website
fwsgrp.com

Firm profile

FINTRX

Overview

FWS Retirement Services, LLC is organized as a limited liability company and is an SEC-registered investment adviser (registration recorded in 2010). Public records for the firm are sparse: ownership is recorded as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the available snapshot. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or a pension consultant. There are no entries showing a related adviser relationship. Available data does not disclose business lines, client segments, fee arrangements, advisory activities, or typical investment mandates. FINTRX does not list public client- or asset-level detail for the firm, which limits what can be said about target clients or product mix from the provided record.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Brian Hasday

    Regional LeaderCRD 6902099

  • ELIZABETH COLLINS

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth