Overview
Assets Under Management: $50.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 49,547
Average Client Assets: $812,508
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49,547
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.05
Average High-Net-Worth Client Assets: $812,508
Total Client Accounts: 49,211
Discretionary Accounts: 49,211
Regulatory Filings
CRD Number: 121942
Last Filing Date: 2024-03-27 00:00:00
Website: https://gwkinvest.com