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Home > Retirement Planners > florida > palm beach gardens > GWN SECURITIES INC.
GWN SECURITIES INC.
11440 North Jog Road
Palm Beach Gardens, Florida 33418-3764
Tel: 561-472-2700
About GWN SECURITIES INC.
GWN SECURITIES INC, formally registered with the SEC as GWN SECURITIES INC. The firm was established in 01/02/2004. They have over 26 offices throughout the country.
GWN SECURITIES INC. is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $3,079,617,915 assets under management, offering retirement planning & investment advisory services to 62656 clients. The firm is staffed with 755 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128929 |
| SEC# | 801-62547 |
| Assets Managed by Firm | $3,079,617,915 |
| No. of Clients | 62656 |
| No. of Advisors | 755 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Market timing services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 62656 | $3,079,617,915 |
| Individuals (other than high net worth individuals) | 32605 | $2,752,996,630 |
| High net worth individuals | 1216 | $315,267,851 |
| Corporations or other businesses | 67 | $11,353,434 |
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