Gladstone Wealth Partners
Gladstone Wealth Partners (CRD# 250787) is a financial advisory firm headquartered in Boca Raton, FL. They manage $4,003,875,594 in 15,270 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management4,004MILLION
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Raymond Gutowski (CRD# 4637237) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 20 years of experience in the finance industry.
David Hannay (CRD# 5734075) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has 1 year of experience in the finance industry.
Brian Hoffman (CRD# 4504588) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 15 years of experience in the finance industry.
Jennifer Hoffman (CRD# 5526105) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 14 years of experience in the finance industry.
Robert Hudson (CRD# 4793590) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 19 years of experience in the finance industry.
Ira Katz (CRD# 4343815) is an Investment Advisor Representative working at Gladstone Wealth Partners in Melville, NY and has over 23 years of experience in the finance industry.
Michael Kaup (CRD# 4418599) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 22 years of experience in the finance industry.
Timothy Kelly (CRD# 4347049) is an Investment Advisor Representative working at Gladstone Wealth Partners in Omaha, NE and has over 22 years of experience in the finance industry.
Susan King (CRD# 1263634) is an Investment Advisor Representative working at Gladstone Wealth Partners in Omaha, NE and has over 25 years of experience in the finance industry.
Alexander Klaas (CRD# 6342154) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 7 years of experience in the finance industry.