Lws Wealth Advisors Of Colorado, Inc.

Lws Wealth Advisors Of Colorado, Inc. (CRD# 168480) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $23,100,000 in 92 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $251,087
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CO, NJ, NY, TX

Financial Advisors at Lws Wealth Advisors Of Colorado, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregg Cohen
CRD#: 1375698
55 Charolais Circle, Edwards, CO 81632
93
Wealthminder
score

Gregg Cohen (CRD# 1375698) is an Investment Advisor Representative working at Lws Wealth Advisors Of Colorado, Inc. in Edwards, CO and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.