|
⚲
|
| GWN Securities Inc
✚
| |
|---|---|
| CRD # | 128929 |
| SEC # | 801-62547 |
| CIK # | 0001265905 |
| AUM | $3.1 BB (2024-03-27) |
| Employees | 755 (60% Investors, 100% Brokers) |
| Phone | 561-472-2700 |
| Address | 11440 North Jog Road Palm Beach Gardens, FL 33418-3764 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32,605 | 2.8 |
| (b) Individuals (high net worth individuals) | 1,216 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 67 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 62,656 | 3.1 |
| By Discretionary | ||
| Discretionary | 62,656 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62,656 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 62,656 | 3.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NWAM LLC
✚
|
WA | 3.3 |
|
IFG Advisory LLC
✚
|
GA | 3.3 |
|
Western Wealth Management LLC
✚
|
CO | 3.3 |
|
Capital Asset Advisory Services LLC
✚
|
MI | 3.2 |
|
Simplicity Wealth LLC
✚
|
NJ | 3.2 |
|
Halbert Hargrove Global Advisors LLC
✚
|
CA | 3.2 |
|
Sound Income Strategies LLC
✚
|
FL | 3.0 |
|
Advisory Alpha LLC
✚
|
MI | 3.0 |
|
Meridian Wealth Management LLC
✚
|
KY | 2.9 |
|
Good Life Advisors LLC
✚
|
PA | 2.9 |