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Building 2GW&K INVESTMENT MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-236-8900
NotebookSEC #801-61559
Total AUM
$52.8B
Employees
177
Clients
48,710

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 BERKELEY STREET
15TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
617-236-8900

ReceiptFinancials

Total AUM
$52.8B
Accounts
48,710
Discretionary
$52.8B
Accounts
48,710
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
47,749
AUM
$40.4B
Banking Clients
17
AUM
$312.2M
Investment Company Clients
17
AUM
$4.9B
Pooled Vehicle Clients
14
AUM
$3B
Pension/Profit Sharing Plan Clients
123
AUM
$707.7M
Government Entity Clients
13
AUM
$294.3M
Sovereign Wealth Fund Clients
1
AUM
$20.4M
Corporation or Business Clients
776
AUM
$3.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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