LWI FINANCIAL INC.

SAN JOSE, California·1 registered advisor·CRD# 111861

SEC# 801-559341800-366-7266

Firm Overview

AUM

$17.2B

Regulatory assets under management

Employees

118

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at LWI FINANCIAL INC.

1 registered advisor

Christopher Dana Stanley

SAN JOSE, California

CRD# 5521175

Office Locations

SAN JOSE, California

1 advisor

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Data sourced from SEC Form ADV filings. LWI FINANCIAL INC. (CRD# 111861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.