GW FINANCIAL, INC.
Doing business as GW FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$133,836,601
Discretionary
$117,425,653
Non-discretionary
$16,410,948
Firm details
- CRD number
- 110478
- SEC file number
- 801-18321
- Main office
- RENO, NV, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.PLANRETIRE.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.