FWS Retirement Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
152878
Registered since
November 19, 2010
Website
fwsgrp.com

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brian Hasday

    Regional LeaderCRD 6902099

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth