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LWM ADVISORY SERVICES, LLC

Tel: 954-474-7100
1250 S. Pine Island Road
Suite 350
Plantation, Florida  33324

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LWM ADVISORY SERVICES, LLC

LWM ADVISORY SERVICES, LLC is a Plantation, Florida based financial advisory firm with nearly $694,726,024 in assets under management and provides investment advisory services for 1778 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

172009

SEC#:

801-80096

No. of Clients:

1778

Assets under Management

$694,726,024

No. of Advisors:

9

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