Lnw
Lnw (CRD# 107341) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,277,109,024 in 3,828 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management7,277MILLION
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Total Number of Accounts3,828ACCOUNTS
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Average Account Value$1,901,021
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI
Lyssa Holman Grimaldo (CRD# 2839669) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 19 years of experience in the finance industry.
Brendan Jung (CRD# 6237680) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 7 years of experience in the finance industry.
Nicholas Kanzaki (CRD# 6833215) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 6 years of experience in the finance industry.
Kerina Koch (CRD# 5992598) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 11 years of experience in the finance industry.
Justina Lai (CRD# 6250834) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 10 years of experience in the finance industry.
Wendy Lai (CRD# 2664364) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 26 years of experience in the finance industry.
Karen Leech (CRD# 4607513) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 21 years of experience in the finance industry.
John Mell (CRD# 5341882) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has 1 year of experience in the finance industry.
Kate Morham (CRD# 6653263) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has 1 year of experience in the finance industry.
Michael Prodromou (CRD# 7086750) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has 1 year of experience in the finance industry.