Overview
Assets Under Management: $50.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 49,547
Average Client Assets: $812,508
Frequently Asked Questions
GW&K INVESTMENT MANAGEMENT, LLC 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 #121942), GW&K INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GW&K INVESTMENT MANAGEMENT, LLC is headquartered in BOSTON, MA.
GW&K INVESTMENT MANAGEMENT, LLC serves 49,547 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GW&K INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GW&K INVESTMENT MANAGEMENT, LLC manages $50.7 billion in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GW&K INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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