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GW FINANCIAL, INC.
GW FINANCIAL, INC.
GW FINANCIAL
RENO, Nevada
·
3 registered advisors
·
CRD# 110478
SEC# 801-18321
1
714-850-0534
01
Firm Overview
AUM
$94M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GW FINANCIAL, INC.
3 registered advisors
Glenn Dwight Woody
COSTA MESA, California
CRD# 472574
Julianna Anderson Bray
RENO, Nevada
CRD# 4942635
Scott Kight Anderson
RENO, Nevada
CRD# 4113189
05
Office Locations
RENO, Nevada
2 advisors
COSTA MESA, California
1 advisor
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Data sourced from SEC Form ADV filings. GW FINANCIAL, INC. (CRD# 110478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.