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Building 2GWN SECURITIES INC.

Map pinPALM BEACH GARDENS, FL
Phone561-472-2700
NotebookSEC #801-62547
Total AUM
$4.8B
Employees
707
Clients
37,793

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11440 NORTH JOG ROAD
PALM BEACH GARDENS
FL 33418-3764
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
561-472-2700
Other Offices
25

ReceiptFinancials

Total AUM
$4.8B
Accounts
66,025
Discretionary
$4.8B
Accounts
66,025
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35,546
AUM
$3.9B
HNW Individual Clients
2,217
AUM
$850.3M
Corporation or Business Clients
30
AUM
$17M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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