Assets Under Management
$1.8B
Number of Clients
3,888
Number of Advisors
45
Average Client AUM
$472K
AUM per Advisor
$40.8M
Compensation
Fee-Only (AUM)
GSWM offers asset management, comprehensive portfolio management, and financial planning services. They tailor investment strategies to client needs, continuously monitor portfolios, and provide financial plans or consultations. They also offer retirement plan consulting to employer plan sponsors and referrals to third-party money managers.
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707