Gw Financial
Gw Financial (CRD# 110478) is a financial advisory firm headquartered in Reno, NV. They manage $93,514,000 in 262 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management94MILLION
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$356,924
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, HI, MN, NH, NV, TX
Financial Advisors at Gw Financial
1
Scott Anderson (CRD# 4113189) is an Investment Advisor Representative working at Gw Financial in Reno, NV and has over 24 years of experience in the finance industry.
2
Julianna Bray (CRD# 4942635) is an Investment Advisor Representative working at Gw Financial in Reno, NV and has over 14 years of experience in the finance industry.
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