Stw Associates (CRD# 106196) is a financial advisory firm headquartered in Ross, CA. They manage $94,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management94MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$5,222,222
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)