Overview
Assets Under Management: $236 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 57
Average Client Assets: $3.0 million
Frequently Asked Questions
GWYNN MANAGEMENT CO 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 #105295), GWYNN MANAGEMENT CO is subject to fiduciary duty under federal law.
GWYNN MANAGEMENT CO is headquartered in ATLANTA, GA.
GWYNN MANAGEMENT CO serves 57 high-net-worth clients according to their SEC filing dated June 13, 2018. View client details ↓
According to their SEC Form ADV, GWYNN MANAGEMENT CO offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GWYNN MANAGEMENT CO manages $236 million in client assets according to their SEC filing dated June 13, 2018.
According to their SEC Form ADV, GWYNN MANAGEMENT CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.55%
Average Client Assets: $3.0 million
Total Client Accounts: 284
Discretionary Accounts: 284
Regulatory Filings
CRD Number: 105295
Filing ID: 1223965
Last Filing Date: 2018-06-13 11:18:00