LWM ADVISORY SERVICES, LLC
Tel: 954-474-7100 1250 S. Pine Island Road Suite 350 Plantation, Florida 33324
About LWM ADVISORY SERVICES, LLC
LWM ADVISORY SERVICES, LLC is a Plantation, Florida based financial advisory firm with nearly $694,726,024 in assets under management and provides investment advisory services for 1778 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
172009
Firm SEC#:
801-80096
Assets Under Management:
$694,726,024
No. of Clients:
1778
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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