Gwmi

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).

Current Firm Details
7 Sugar Maple Court, Suite 100, Little Rock, AR 72212
http://www.gwmi.net
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $141,493
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, TX

Financial Advisors at Gwmi
Showing 1 - 2 of 2 top financial advisors.
1
Charles Boling, financial advisor Little Rock AR
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 Boling-Lewis, financial advisor Little Rock AR
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 10 years 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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