Lnw

Lnw (CRD# 107341) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,277,109,024 in 3,828 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
580 California St., San Francisco, CA 94104
https://www.linkedin.com/company/lnwadvisors/
By the Numbers
  • Total Assets Under Management
    7,277
    MILLION
  • Total Number of Accounts
    3,828
    ACCOUNTS
  • Average Account Value
    $1,901,021
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

Financial Advisors at Lnw
Showing 31 - 33 of 33 top financial advisors.
31
Mariel Mendelsohn, financial advisor San Francisco CA
Mariel D. Mendelsohn
CRD#: 6778164
580 California St., San Francisco, CA 94104

Mariel Mendelsohn (CRD# 6778164) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 3 years of experience in the finance industry.

32
Laura Pantaleo, financial advisor San Francisco CA
Laura A. Pantaleo
CRD#: 7160646
580 California St., Eighth Floor, San Francisco, CA 94104

Laura Pantaleo (CRD# 7160646) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 4 years of experience in the finance industry.

33
Lauren Wood, financial advisor San Francisco CA
Lauren M. Wood
CRD#: 6077459
580 California St., San Francisco, CA 94104

Lauren Wood (CRD# 6077459) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 11 years of experience in the finance industry.

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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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