Rw Investment Management LLC

Rw Investment Management LLC (CRD# 282707) is a financial advisory firm headquartered in Eagle, ID. They manage $1,380,795,719 in 2,334 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616
https://www.linkedin.com/in/kaitlyn-fajardo-22166a207/
By the Numbers
  • Total Assets Under Management
    1,381
    MILLION
  • Total Number of Accounts
    2,334
    ACCOUNTS
  • Average Account Value
    $591,601
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, IL, OR, TX, UT, VA, WA

Financial Advisors at Rw Investment Management LLC
Showing 11 - 14 of 14 top financial advisors.
11
Gavin Gamboa, financial advisor Eagle ID
Gavin A. Gamboa
CRD#: 6780254
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616

Gavin Gamboa (CRD# 6780254) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 3 years of experience in the finance industry.

12
Anthony Higgins, financial advisor Eagle ID
Anthony M. Higgins
CRD#: 7753292
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616

Anthony Higgins (CRD# 7753292) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has 1 year of experience in the finance industry.

13
Derek Jones, financial advisor Eagle ID
Derek A. Jones
CRD#: 6805544
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616

Derek Jones (CRD# 6805544) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 2 years of experience in the finance industry.

14
Timothy Skinner, financial advisor Eagle ID
Timothy W. Skinner
CRD#: 7336299
1028 S. Bridgeway Place, Suite 200, Eagle, ID 83616

Timothy Skinner (CRD# 7336299) is an Investment Advisor Representative working at Rw Investment Management LLC in Eagle, ID and has over 3 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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