Loring Ward

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Description

  • 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 Wards 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.
  • location

    Headquarters:10 Almaden Boulevard , San Jose, California, United States

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  • Loring Ward phone

    Phone Number: +1 800-366-7266

  • Loring Ward website

    Website: https://www.loringward.com

  • Loring Ward employees

    Employees:77

  • Loring Ward revenue

    Revenue:$50 - 100M

  • Loring Ward legal name

    Legal Name:Loring Ward

  • Loring Ward's Social Media

    Loring Ward linkedin Loring Ward twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Compliance Officer for Loring Ward

Richard Ullman

Chief Compliance Officer

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View Employees

Richard Ullman

Chief Compliance Officer

Alex Potts

Chairman

Alan Werba

Chairman At Loring Ward

Theron Schaub

Vice President

Steve Ncginnis

Executive Vice President General Counsel

Frequently Asked Questions regarding Loring Ward

  • Where are Loring Ward's Headquarters?

    Loring Ward's Headquarters are in 10 Almaden Boulevard ,San Jose,California,United States

  • What is Loring Ward's phone number?

    Loring Ward's phone number is +1 800-366-7266

  • What is Loring Ward's official website?

    Loring Ward's official website is https://www.loringward.com

  • What is Loring Ward's Revenue?

    Loring Ward's revenue is $50 - 100M

  • What is Loring Ward's NAICS code?

    Loring Ward's NAICS code is 523930

  • How many employees are working in Loring Ward

    Loring Ward has 77 employees

  • What is Loring Ward's Industry?

    Loring Ward is in the industry of Investment Management

  • Who is Loring Ward's Chief Compliance Officer?

    Loring Ward's Chief Compliance Officer is Richard Ullman

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