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).
Total Assets Under Management38MILLION
Total Number of Accounts333ACCOUNTS
Average Account Value$115,304
- 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)
AR, CA, TX
Charles Boling (CRD# 1565470) is an Investment Advisor Representative working at Gwmi in Little Rock, AR and has over 30 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 8 years of experience in the finance industry.