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- Custodian
- Broadridge · Charles Schwab & Company · Merrill Lynch · Northern Trust · SEI · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
About Gw&k Investment Management, LLC
GW&K is an active investment manager serving financial advisors, RIAs, institutional investors, and private wealth clients with domestic small-cap/smid and high-conviction multi-cap equity, global equity, and fixed income strategies. Known as a pioneer and recognized leader in municipal bond investing since 1974, the firm emphasizes disciplined, research-driven security selection and hands-on client service.
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Owner & Executives
THOMAS F X POWERS
Chief Executive Officer, Partner
- CRD
- --
- Ownership
- 5% but less than 10%
MICHAEL JASON CLARE
Director, President
- CRD
- #4742712
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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DANIEL JOHN FASCIANO
Director
- CRD
- #4518411
Christopher Ryan Lackey
Senior Client Service Associate
- CRD
- #7783551
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,782,948,184 | $1,083,616 |
| Non-Discretionary | $0 | -- |
| Total | $52,782,948,184 | $1,083,616 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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