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 on SEC records as having registered in 2010. Public data identify ownership as a mix of a domestic entity and an individual. The firm is not classified under a specific advisory niche in the available snapshot and is not listed as a capital allocator. The snapshot indicates several negative flags for breadth of operations: it is not identified as an active ESG investor, not a multi-state adviser, not newly formed, and is not described as a pension consultant or a related adviser. The firm has not provided detail in the FINTRX entry about its advisory activities, fee schedule, target client segments, or investment strategy, limiting what can be inferred about how it positions itself in the retirement-services or wealth-management marketplace.
Assets & Accounts
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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