Dw Investment Solutions, Inc.
Dw Investment Solutions, Inc. (CRD# 150471) is a financial advisory firm headquartered in Spokane Valley, WA. They manage $90,028,786 in 262 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Dw Investment Solutions, Inc.
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$343,621
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX, WA
Financial Advisors at Dw Investment Solutions, Inc.
1
Linda Walker (CRD# 5083189) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 17 years of experience in the finance industry.
2
Christie Rooney (CRD# 5905463) is an Investment Advisor Representative working at Dw Investment Solutions, Inc. in Spokane Valley, WA and has over 2 years of experience in the finance industry.
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