Dw Financial Inc.

Dw Financial Inc. (CRD# 136882) is a financial advisory firm headquartered in Anaheim, CA. They manage $41,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1230 N Jefferson, Suite K, Anaheim, CA 92807
https://dwfinancialinc.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $341,667
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dw Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Davidson, financial advisor
Kevin S. Davidson
CRD#: 2153729
,

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, financial advisor Anaheim CA
Dale L. Woodward
CRD#: 5039086
1230 N Jefferson St #k, Anaheim, CA 92807

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.

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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