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 appears in FINTRX as an SEC-registered adviser since 2010. Ownership is recorded as a combination of a domestic entity and an individual. The dataset classifies the firm as unclassified and flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX contains no descriptive detail about the firm’s advisory activities, fee arrangements, or client segments. The firm’s name suggests a focus on retirement-related services, but the firm did not provide supporting information about its specific business activities or service model in the source record.
Assets & Accounts
Location & Offices
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 2Brian Hasday
Regional LeaderCRD 6902099
Elizabeth Collins
FinOpCRD 4714831
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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