Loring Ward (LWI Financial Inc.) is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. Since 1990, we have strived to do this by empowering Advisors with Investment and Advisor Solutions that increase the probability of delivering a great experience for their clients. We have one of the largest networks of independent Advisors in the United States and are located in Silicon Valley, California. Loring Ward’s Asset Class Investing philosophy is based on almost nine decades of data, analysis and research, insights from behavioral finance and close relationships with leading academics — including our Investment Committee members, Dr. Meir Statman and Nobel Laureate Dr. Harry S. Markowitz. Social media disclosures: http://www.loringward.com/socialmedia.pdf LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC.
View Top Employees from Loring WardWebsite | http://www.loringward.com |
Revenue | $73 million |
Employees | 82 (82 on RocketReach) |
Founded | 1990 |
Address | 2850 Gateway Oaks Dr, Ste 490, Sacramento, California 95833, US |
Phone | (800) 366-7266 |
Industry | Investment Banking, Investment Solutions, Finance, Client Solutions, Advisor Solutions |
Web Rank | 5 Million |
Keywords | Loringward, Loring Ward Group, Inc., Sa Us Value Investor Fund Fact Sheet, Why It's Easier To Market To A Financial Advisor's Niche, Loring Ward Performance |
Competitors | AssetMark, BAM Advisor Services, CI Assante Wealth Management, Personal Assistance Services, RMB Capital |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Loring Ward annual revenue was $73 million in 2023.
Alex Potts is the Chairman of Loring Ward.
82 people are employed at Loring Ward.
Loring Ward is based in Sacramento, California.
The NAICS codes for Loring Ward are [5239, 52, 52393, 523].
The SIC codes for Loring Ward are [62, 628].