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Rwn3 LLC (Windsor)


Rwn3 LLC is an adviser based in Windsor. It manages $800 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Colorado.

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Rwn3 provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rwn3: assets under management

The assets under management (AUM) of Rwn3 LLC is $800 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $800 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rwn3 LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Windsor

The principal office where Rwn3 LLC performs its advisory services is located at 561 Garden Dr., Windsor, CO 80550, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (970) 674-8861. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rwn3.com.


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