Stw Associates (CRD# 106196) is a financial advisory firm headquartered in Ross, CA. They manage $97,937,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management98MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$5,440,944
- 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)