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 an SEC-registered limited liability company that appears in public filings as an adviser since 2010. Available records are sparse: the firm is classified as unclassified, is owned by a domestic entity and an individual, and does not identify itself as a capital allocator. It does not report being an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not publicly described its advisory business lines, fee structure, client segments, or specific investment activities in the sources reviewed. That absence of detail makes it difficult to characterize its service model or target market beyond what its name implies.
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 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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