Dw Investment Solutions, Inc.

Dw Investment Solutions, Inc. (CRD# 150471) is a financial advisory firm headquartered in , . They manage $50,239,735 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $620,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Dw Investment Solutions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Merilee A. Frets
CRD#: 2288562
Spokane, WA
93
Wealthminder
score

Merilee Frets (CRD# 2288562) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane, WA and has over 24 years of experience in the finance industry.

2
Linda D. Walker
CRD#: 5083189
Spokane, WA
93
Wealthminder
score

Linda Walker (CRD# 5083189) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane, WA and has over 10 years of experience in the finance industry.

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