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DW PARTNERS, LP
DW PARTNERS, LP
NEW YORK, New York
·
8 registered advisors
·
CRD# 155459
SEC# 801-71949
0
212-751-6100
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at DW PARTNERS, LP
8 registered advisors
Andrew Rosenthal
NEW YORK, New York
CRD# 1389925
David Robert Warren
NEW YORK, New York
CRD# 2501871
Houdin Honarvar
NEW YORK, New York
CRD# 6787988
Marc Daniel Valdes
NEW YORK, New York
CRD# 6695181
Robert John Manley
NEW YORK, New York
CRD# 6776221
Robert Mcnamara Clark
NEW YORK, New York
CRD# 4411938
Rupert Timothy Cox
NEW YORK, New York
CRD# 2386621
Shikhar Ranjan
NEW YORK, New York
CRD# 4424170
05
Office Locations
NEW YORK, New York
8 advisors
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Data sourced from SEC Form ADV filings. DW PARTNERS, LP (CRD# 155459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.