| Name | Title | Ownership | Since |
|---|---|---|---|
| Christie Marie Rooney Control | Treasurer | Under 5% | 2022 |
| Linda Dianne Walker Control | President/Chief Compliance Officer | Over 75% | 2009 |
Dw Investment Solutions, Inc. reports $111.4 million in regulatory assets under management on its Form ADV.
Dw Investment Solutions, Inc. reports 3 employees.
Dw Investment Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 509-924-6526 |
| Fax | 509-924-6526 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $111.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $111.4M |