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FWG INVESTMENTS, LLC
FWG INVESTMENTS, LLC
LEXINGTON, Kentucky
·
6 registered advisors
·
CRD# 284064
SEC# 801-112954
5
859-309-0349
01
Firm Overview
AUM
$206M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FWG INVESTMENTS, LLC
6 registered advisors
Brian Keith Staples
LEXINGTON, Kentucky
CRD# 7346670
Donald Eugene Bentley
LEXINGTON, Kentucky
CRD# 2882828
Geoffrey Kevin Metzler
LEXINGTON, Kentucky
CRD# 1355310
Jeffrey Kyle Sheppard
LEXINGTON, Kentucky
CRD# 6708038
Lawrence Kevin Adkins
LEXINGTON, Kentucky
CRD# 5210533
Paul Gabriel Metzler
LEXINGTON, Kentucky
CRD# 4414658
05
Office Locations
LEXINGTON, Kentucky
6 advisors
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Data sourced from SEC Form ADV filings. FWG INVESTMENTS, LLC (CRD# 284064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.