Financial services, advisory, consulting, management for individuals, retirement, non profit, corporate. D/W is fee only registered investment advisory firm offering services for hourly or fixed fee or a percentage of assets. 38 years experience and always putting client interest first holding to the highest fiduciary standards.
View Top Employees from DW Financial Consultants, LLC| Website | http://www.dwfinancialconsultants.com |
| Revenue | $7 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2009 |
| Address | 2600 Tower Oaks Blvd Suite 220, Rockville, Maryland 20852, US |
| Phone | (240) 401-4894 |
| Fax | (240) 238-6332 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Celaya Wealth Management, Commencement Financial Planning LLC, Relative Value Partners, LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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DW Financial Consultants, LLC Questions
The DW Financial Consultants, LLC annual revenue was $7 million in 2024.
Millicent Cliatt is the President and Owner of DW Financial Consultants, LLC.
5 people are employed at DW Financial Consultants, LLC.
DW Financial Consultants, LLC is based in Rockville, Maryland.
The NAICS codes for DW Financial Consultants, LLC are [52393, 523, 5239, 52].
The SIC codes for DW Financial Consultants, LLC are [62, 628].
Top DW Financial Consultants, LLC Employees
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