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FWG INVESTMENT MANAGEMENT
FWG INVESTMENT MANAGEMENT, LLC
CRD 322394 · SEC 801-126553
1099 W MORSE BLVD, WINTER PARK, FL, 32789, United States
Phone
407-999-8998
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.4M
Discretionary AUM
$14.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $14.4M |
States served
FL
Official SEC filing: View on IAPD