PPrivate Fund Data Log in Join · $37/mo

Gw Financial, Inc.

● SEC registered since 1983CRD 110478SEC# 801-18321Reno, NV
Export (members)
Reg. AUM
$110.3M
Employees
4
Accounts
252
Location
Reno, NV

Gw Financial, Inc. assets under management

Gw Financial, Inc. operates as an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 1983. It reports $110.3 million in regulatory assets under management and employs 4 people.
www.planretire.comView on SEC.gov ↗

Gw Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Julianna Anderson Bray ControlPresident And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Gw Financial, Inc. manage?

Gw Financial, Inc. reports $110.3 million in regulatory assets under management on its Form ADV.

How many employees does Gw Financial, Inc. have?

Gw Financial, Inc. reports 4 employees.

Where is Gw Financial, Inc. located?

Gw Financial, Inc. is based in Reno, NV and has been SEC-registered since 1983.

Does Gw Financial, Inc. disclose fund performance?

Gw Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5470 Kietzke Lane, Suite 300, Reno, NV 89511
Phone714-850-0534
Office hoursM-Th 9a.m.-4p.m.; F 9a.m.-2p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.8M
Non-discretionary$15.5M
Total (RAUM)$110.3M