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GW Financial Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

GW Financial, registered in 1983, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. GW Financial manages $106.1 million and provides investment advisory services for 132 clients (1:66 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 12
Minimum Investment No data
Average Client Balance $803,649
Total AUM $106.1 million
Advisor / Client Ratio 1:66
Headquarters Costa Mesa, CA
SEC Filings View SEC IAPD CRD #110478
State(s) Registered CA, HI, TX


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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