Overview
Assets Under Management: $505 million
High-Net-Worth Clients: 3
Average Client Assets: $70 million
Frequently Asked Questions
GCW GLOBAL CUSTOMISED WEALTH LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292793), GCW GLOBAL CUSTOMISED WEALTH LLP is subject to fiduciary duty under federal law.
GCW GLOBAL CUSTOMISED WEALTH LLP serves 3 high-net-worth clients according to their SEC filing dated July 24, 2024. View client details ↓
According to their SEC Form ADV, GCW GLOBAL CUSTOMISED WEALTH LLP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
GCW GLOBAL CUSTOMISED WEALTH LLP manages $505 million in client assets according to their SEC filing dated July 24, 2024.
According to their SEC Form ADV, GCW GLOBAL CUSTOMISED WEALTH LLP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.35
Average High-Net-Worth Client Assets: $70 million
Total Client Accounts: 10
Discretionary Accounts: 9
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 292793
Last Filing Date: 2024-07-24 00:00:00
Website: https://gcwpartners.com