Dw Financial Inc.
Dw Financial Inc. (CRD# 136882) is a financial advisory firm headquartered in Anaheim, CA. They manage $44,800,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
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Total Number of Accounts120ACCOUNTS
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Average Account Value$373,333
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dw Financial Inc.
1
Kevin Davidson (CRD# 2153729) is an Investment Advisor Representative working at Dw Financial Inc. in , and has over 26 years of experience in the finance industry.
2
Dale Woodward (CRD# 5039086) is an Investment Advisor Representative working at Dw Financial Inc. in Anaheim, CA and has 1 year of experience in the finance industry.
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