Gwmi (CRD# 115806) is a financial advisory firm headquartered in Little Rock, AR. They manage $42,448,000 in 300 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts300ACCOUNTS
Average Account Value$141,493
- A percentage of assets under your management
- 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)
Charles Boling (CRD# 1565470) is an Investment Advisor Representative working at Gwmi in Little Rock, AR and has over 31 years of experience in the finance industry.
Charles Boling-Lewis (CRD# 5455799) is an Investment Advisor Representative working at Gwmi in Little Rock, AR and has over 10 years of experience in the finance industry.