Stw Associates

Stw Associates (CRD# 106196) is a financial advisory firm headquartered in Ross, CA. They manage $131,036,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25 Oak Way #597, Ross, CA 94957
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $8,189,750
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stw Associates
No Advisor Found.

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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