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GWN SECURITIES INC.
CRD 128929 · SEC 801-62547
11440 NORTH JOG ROAD, PALM BEACH GARDENS, FL, 33418-3764, United States
Phone
561-472-2700
Fax
561-472-2760
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.75B
Discretionary AUM
$4.75B
Team
707 total employees; 448 advisory reps; 54 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersMarket timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35546 | $3.89B |
| High net worth individuals | 2217 | $850.3M |
| Corporations/business entities | 30 | $17.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD