Gw&k Investment Management, LLC

Gw&k Investment Management, LLC (CRD# 121942) is a financial advisory firm headquartered in Boston, MA. They manage $50,695,320,951 in 49,211 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
222 Berkeley Street, 15th Floor, Boston, MA 02116
https://www.gwkinvest.com/
By the Numbers
  • Total Assets Under Management
    50,695
    MILLION
  • Total Number of Accounts
    49,211
    ACCOUNTS
  • Average Account Value
    $1,030,162
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, VI, VT, WA, WI, WV, WY

Financial Advisors at Gw&k Investment Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Daniel Fasciano, financial advisor Boston MA
Daniel J. Fasciano
CRD#: 4518411
222 Berkeley Street, 15th Floor, Boston, MA 02116

Daniel Fasciano (CRD# 4518411) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

2
Christopher Lackey, financial advisor Boston MA
Christopher R. Lackey
CRD#: 7783551
222 Berkeley Street, 15th Floor, Boston, MA 02116

Christopher Lackey (CRD# 7783551) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has over 6 years of experience in the finance industry.

3
Mark Lewis, financial advisor Boston MA
Mark P. Lewis
CRD#: 7549684
222 Berkeley Street, 15th Floor, Boston, MA 02116

Mark Lewis (CRD# 7549684) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

4
James McCarthy, financial advisor Boston MA
James M. McCarthy
CRD#: 2592646
222 Berkeley Street, 15th Floor, Boston, MA 02116

James McCarthy (CRD# 2592646) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Ross McWilliams, financial advisor Boston MA
Ross P. McWilliams
CRD#: 5890506
222 Berkeley Street, 15th Floor, Boston, MA 02116

Ross McWilliams (CRD# 5890506) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Joseph Pasquale, financial advisor Boston MA
Joseph S. Pasquale
CRD#: 7789836
222 Berkeley Street, 15th Floor, Boston, MA 02116

Joseph Pasquale (CRD# 7789836) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

7
Scott Peterson, financial advisor Boston MA
Scott R. Peterson
CRD#: 2198254
222 Berkeley Street, 15th Floor, Boston, MA 02116

Scott Peterson (CRD# 2198254) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has over 11 years of experience in the finance industry.

8
Julie Sacchiero, financial advisor Boston MA
Julie A. Sacchiero
CRD#: 7551209
222 Berkeley Street, 15th Floor, Boston, MA 02116

Julie Sacchiero (CRD# 7551209) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has 1 year 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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