Assets Under Management
$529.1M
Number of Clients
1,382
Number of Advisors
12
Average Client AUM
$383K
AUM per Advisor
$44.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
GWMIA offers asset management services through a wrap fee program and financial planning services covering various topics. They also offer educational workshops. Investment advice is tailored to individual client needs. GWMIA may recommend clients participate in a wrap fee program offered by AE Wealth Management, LLC.
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301