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 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
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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