GWN Securities Inc.
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 128929
- Registered since
- January 2, 2004
- Website
- www.gwnsecurities.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals81.75%
- HNWI17.89%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
GWN Securities Inc. operates as an insurance-focused broker-dealer that also provides advisory and financial planning services. The firm is organized as a corporation and has been SEC-registered since 2004. Its business model serves both individual and family clients as well as institutional clients, and the firm lists activities that include portfolio management for individuals and small businesses, selection of other advisers, and market timing services. Fee arrangements include percentage-of-AUM, hourly, fixed fees and other structures. GWN notes affiliations across broker-dealer, investment adviser and insurance company roles and does not identify itself as an ESG-focused or multi-state adviser capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 14
Ryan Boudreau
Chief Executive OfficerCRD 4426384
Gavin Merwin
Chief Operating OfficerCRD 6230058
David Trela
Chief Operating OfficerCRD 1668335
Contacts
3 of 689
Gary Brown
Owner / Financial AdvisorCRD 5643900
Randall Richter
Financial PlannerCRD 5655491
Amanda Donnelly
Registered RepresentativeCRD 5702679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 333Active vs passive
$417M in ETFs
65%
$271M
27%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.3M | 23,100 | 4.15% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 11440 N Jog Rd
- Time zone
- ET (UTC-5)
- Office locations
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