CRD: 136882
DW Financial INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Delta signal
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
About DW Financial INC
DW Financial is an independent, fee-only RIA (est. 2001) delivering client-centered investment management, financial planning, and integrated tax services, including state and federal return preparation. Portfolios use no-load mutual funds selected solely in clients’ interests; the firm avoids commission products and insurance sales, with custody at Fidelity. The team invests alongside clients and reports 97% client retention since founding.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Vehicles
Services
Technology
Owner & Executives
GUNILLA H DAVIDSON
Entrepreneur
- CRD
- --
- Ownership
- 25% but less than 50%
KEVIN STANLEY DAVIDSON
Chief Financial Officer, Financial Analyst, TREASURER
- CRD
- #2153729
- Ownership
- 25% but less than 50%
Eagle signal
Frontier meridian focus
- CRD
- #67177
- Ownership
- 33.9%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,960,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,960,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $47,960,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,058,947,092 | 100.0% |
| Total | $1,058,947,092 | 100.0% |