Dlw Financial Management, LLC

Dlw Financial Management, LLC (CRD# 166516) is a financial advisory firm headquartered in , . They manage $7,960,387 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/dave-white-9a3ba239/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $215,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Dlw Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David White, financial advisor Maple Grove MN
David L. White
CRD#: 2265071
Maple Grove, MN

David White (CRD# 2265071) is an Investment Advisor Representative working at Dlw Financial Management, LLC in Maple Grove, MN and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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