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FWG INVESTMENTS, LLC
LEXINGTON, KY
859-309-0349
SEC #801-112954Total AUM
$349M
Employees
27Clients
1,847Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2704 OLD ROSEBUD ROAD
SUITE 160
LEXINGTON
KY 40509
United States
SUITE 160
LEXINGTON
KY 40509
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
859-309-0349
Other Offices
5
Financials
Total AUM
$349M
Accounts
3,534Discretionary
$349M
Accounts
3,534Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,794AUM
$293.7M
HNW Individual Clients
19AUM
$40.8M
Pension/Profit Sharing Plan Clients
28AUM
$9.3M
Charitable Organization Clients
1AUM
$700.5K
Corporation or Business Clients
5AUM
$4.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLGAINKYLAMSNCOHSCTNTXWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.