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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumCapital
- Established Date
- 01-28-1983
- Office Locations
- 2
Office Locations
About GW Financial
GW Financial, Inc. is an independent registered investment advisor serving families in the Reno-Tahoe area, specializing in college funding strategies for parents of multiple children who may not qualify for need-based aid. Services include ongoing financial planning, investment management, retirement and education expense forecasting, and tax-efficient withdrawal and financial aid/loan planning. Portfolios are predominantly ETF-based. Minimum annual fee is $7,500.
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Owner & Executives
JULIANNA ANDERSON BRAY
Chief Compliance Officer, President, Wealth Manager
- CRD
- #4942635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT KIGHT ANDERSON JR.
President
- CRD
- #4113189
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,425,653 | $464,133 |
| Non-Discretionary | $16,410,948 | $1,262,381 |
| Total | $133,836,601 | $503,145 |
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Separately Managed Accounts
Total SMA Asset: $133,836,601
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,765,573,550 | 31.1% |
| Equity - Exchange | $1,510,104,709 | 26.6% |
| Cash | $1,816,667,319 | 32.0% |
| Other | $584,739,793 | 10.3% |
| Total | $5,677,085,371 | 100.0% |