Gwmi

Gwmi (CRD# 115806) is a financial advisory firm headquartered in Little Rock, AR. They manage $38,396,358 in 333 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $115,304
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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.

AR, CA, TX

Financial Advisors at Gwmi
Showing 1 - 2 of 2 top financial advisors.
1
Charles H. Boling
CRD#: 1565470
Little Rock, AR
93
Wealthminder
score

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.

2
Charles H. Boling-Lewis
CRD#: 5455799
7 Sugar Maple Court, Suite 100, Little Rock, AR 72212
73
Wealthminder
score

Charles Boling-Lewis (CRD# 5455799) is an Investment Advisor Representative working at Gwmi in Little Rock, AR and has over 9 years of experience in the finance industry.

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