Rw Investment Strategies

Rw Investment Strategies (CRD# 152202) is a financial advisory firm headquartered in , . They manage $3,500,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.rwinvestmentstrategies.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $269,231
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
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.

MD, VA

Financial Advisors at Rw Investment Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Robert Wasilewski, financial advisor Stanardsville VA
Robert A. Wasilewski
CRD#: 2449035
Stanardsville, VA
93
Wealthminder
score

Robert Wasilewski (CRD# 2449035) is an Investment Advisor Representative working at Rw Investment Strategies in Stanardsville, VA and has over 10 years of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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