Lwm Advisory Services, LLC
Lwm Advisory Services, LLC (CRD# 172009) is a financial advisory firm headquartered in Plantation, FL. They manage $694,726,024 in 1,778 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management695MILLION
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Total Number of Accounts1,778ACCOUNTS
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Average Account Value$390,735
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, NC, NJ, NY, TX
Marco Bohorquez (CRD# 4871551) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.
Rely Hechter (CRD# 4748368) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.
Sonja Koppenwallner (CRD# 4960228) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 18 years of experience in the finance industry.
Randy Lifshotz (CRD# 1586104) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 37 years of experience in the finance industry.
Valeria Ortega (CRD# 5144261) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 17 years of experience in the finance industry.
Joel Palatnik (CRD# 3147356) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.
Claudia Rubenstein (CRD# 5636921) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 15 years of experience in the finance industry.
Kenneth Sandler (CRD# 1600260) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 23 years of experience in the finance industry.
Ellen Siegel (CRD# 1004138) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Miami, FL and has over 26 years of experience in the finance industry.
Barbara Sacharow (CRD# 4923423) is an Investment Advisor Representative working at Lwm Advisory Services, LLC in Plantation, FL and has over 19 years of experience in the finance industry.