GW FINANCIAL, INC.

GW FINANCIAL
RENO, Nevada·3 registered advisors·CRD# 110478
SEC# 801-183211714-850-0534
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 PlanningInvestment ManagementWealth Management
04

Advisors at GW FINANCIAL, INC.

3 registered advisors
Glenn Dwight Woody
COSTA MESA, California
Julianna Anderson Bray
RENO, Nevada
Scott Kight Anderson
RENO, Nevada
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.