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 a limited liability company that registered with the SEC in 2010. FINTRX classifies the firm as unclassified and lists its owner type as a mix of a domestic entity and an individual. The record indicates FWS Retirement Services is not a capital allocator, does not describe itself as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. FINTRX provides minimal public detail about the firm's advisory activities, fee structure, or client focus in the supplied data set, so there is limited visibility into how the firm positions its services or the types of retirement plans or investor segments it targets.
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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