Gillespie Wealth Management Inc.
Gillespie Wealth Management Inc. (CRD# 167792) is a financial advisory firm headquartered in , . They manage $32,200,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Gillespie Wealth Management Inc.
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$365,909
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Gillespie Wealth Management Inc.
1
Archer Gillespie (CRD# 5046142) is an Investment Advisor Representative working at Gillespie Wealth Management Inc. in Naples, FL and has over 18 years of experience in the finance industry.
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