Kyle
Winterbotham
Lnw
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About this Advisor
Kyle Winterbotham is a financial advisor based in San Francisco, California, working with Lnw. Kyle has previously held a position at Wetherby Asset Management. Kyle has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kyle is part of Lnw, which operates out of San Francisco, California. The firm has 4 offices and 87 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lnw Brokerage Details
$7,277,109,024
87
3,828
$1,901,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kyle Winterbotham Work History
Wetherby Asset Management
Disclosures
Please visit the SEC profile of Kyle Winterbotham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lnw
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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