Gw & Wade, LLC
Gw & Wade, LLC (CRD# 105394) is a financial advisory firm headquartered in Wellesley, MA. They manage $8,902,726,024 in 11,861 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management8,903MILLION
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Total Number of Accounts11,861ACCOUNTS
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Average Account Value$750,588
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Financial Advisors at Gw & Wade, LLC
No Advisor Found.
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