Gw&k Investment Management, LLC

Gw&k Investment Management, LLC (CRD# 121942) is a financial advisory firm headquartered in Boston, MA. They manage $26,646,814,009 in 29,554 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,647
    MILLION
  • Total Number of Accounts
    29,554
    ACCOUNTS
  • Average Account Value
    $901,631
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

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, VT, WA, WI, WV

Financial Advisors at Gw&k Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nancy G. Angell
CRD#: 2489699
222 Berkeley Street, 15th Floor, Boston, MA 02116
93
Wealthminder
score

Nancy Angell (CRD# 2489699) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has over 22 years of experience in the finance industry.

2
Harold G. Kotler
CRD#: 2489701
222 Berkeley Street, 15th Floor, Boston, MA 02116
93
Wealthminder
score

Harold Kotler (CRD# 2489701) is an Investment Advisor Representative working at Gw&k Investment Management, LLC in Boston, MA and has over 22 years of experience in the finance industry.

3
John B. Fox
CRD#: 4605138
222 Berkeley Street, 15th Floor, Boston, MA 02116
87
Wealthminder
score

John Fox (CRD# 4605138) 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.

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