Great Wealth Investments

Great Wealth Investments (CRD# 310135) is a financial advisory firm headquartered in Coral Gables, FL. They manage $7,382,063 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

One Alhambra Plaza, Floor Ph, Coral Gables, FL 33134

https://twitter.com/gw_investments

By the Numbers

Total Assets Under Management

7

MILLION
Total Number of Accounts

40

ACCOUNTS
Average Account Value

$184,552

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Great Wealth Investments

Showing 1 - 2 of 2 top financial advisors.

Antonio A. Gonzalez

CRD#: 3023675

Whitestone, NY

Antonio Gonzalez (CRD# 3023675) is an Investment Advisor Representative working at Great Wealth Investments in Whitestone, NY and has over 26 years of experience in the finance industry.

Johan Rossi

CRD#: 7042037

One Alhambra Plaza, Floor Ph, Coral Gables, FL 33134

Johan Rossi (CRD# 7042037) is an Investment Advisor Representative working at Great Wealth Investments in Coral Gables, FL and has over 5 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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