GW&K INVESTMENT MANAGEMENT, LLC

222 Berkeley Street
15th Floor
Boston, Massachusetts 02116
Tel: 617-236-8900

About GW&K INVESTMENT MANAGEMENT, LLC

GW&K INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as GW&K INVESTMENT MANAGEMENT, LLC. The firm was established in 11/18/2002. They have over 3 offices throughout the country.

GW&K INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $50,695,320,951 assets under management, offering retirement planning & investment advisory services to 49211 clients. The firm is staffed with 181 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121942
SEC#	801-61559
Assets Managed by Firm	$50,695,320,951
No. of Clients	49211
No. of Advisors	181

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	49211	$50,695,320,951
High net worth individuals	48191	$38,770,852,474
Pension and profit sharing plans	77	$910,744,011
Corporations or other businesses	872	$3,078,078,434

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