Gw Financial

Gw Financial (CRD# 110478) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $95,000,000 in 143 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $664,336
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Gw Financial
Showing 1 - 2 of 2 top financial advisors.
1
Scott K. Anderson
CRD#: 4113189
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
96
Wealthminder
score

Scott Anderson (CRD# 4113189) is an Investment Advisor Representative working at Gw Financial in Costa Mesa, CA and has over 16 years of experience in the finance industry. Scott Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Julianna A. Bray
CRD#: 4942635
151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626
96
Wealthminder
score

Julianna Bray (CRD# 4942635) is an Investment Advisor Representative working at Gw Financial in Costa Mesa, CA and has over 7 years of experience in the finance industry. Julianna Bray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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