Gjw Investment Adviser LLC

Gjw Investment Adviser LLC (CRD# 135511) is a financial advisory firm headquartered in Medina, OH. They manage $4,009,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3265 Hardwood Hollow Road, Medina, OH 44256
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $167,042
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Gjw Investment Adviser LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Weisheit, financial advisor Medina OH
Gregory J. Weisheit
CRD#: 3275372
Medina, OH

Gregory Weisheit (CRD# 3275372) is an Investment Advisor Representative working at Gjw Investment Adviser LLC in Medina, OH and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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