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GW FINANCIAL
5470 Kietzke Lane
Suite 300
Reno, Nevada 89511
Tel: 714-850-0534
About GW FINANCIAL
GW FINANCIAL, formally registered with the SEC as GW FINANCIAL. The firm was established in 01/28/1983. They have over 2 offices throughout the country.
GW FINANCIAL is a Reno, Nevada based Financial Planning firm with nearly $93,514,000 assets under management, offering retirement planning & investment advisory services to 262 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110478 |
| SEC# | 801-18321 |
| Assets Managed by Firm | $93,514,000 |
| No. of Clients | 262 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 262 | $93,514,000 |
| Individuals (other than high net worth individuals) | 46 | $11,971,000 |
| High net worth individuals | 47 | $77,682,000 |
| Charitable organizations | 2 | $1,335,000 |
| Corporations or other businesses | 1 | $3,000 |
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