G
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2021
- Office Locations
- 1
Office Locations
-- Pensacola FL
About Gwblake & Company
GWBLAKE & Company is a Pensacola, FL fiduciary RIA providing wealth management and financial planning built around personalized portfolios that balance capital growth and preservation. Founded in 1995 by former Dean Witter advisor G.W. O’Flanagan, the firm emphasizes long-term, client-first guidance through varied markets. Reported SMA allocations are predominantly ETFs, with Charles Schwab as a key custodian.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$221.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Services
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Technology
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Owner & Executives
G
GARY WILLIAM OFLANAGAN
President
- CRD
- #1780499
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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