Gw&k Investment Management, LLC
SEC RegisteredActive investing for client-centric solutions
About the firm
GW&K is an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. The firm combines deep expertise with a hands-on approach to navigating markets, and its commitment to superior client service and disciplined investment management has helped it build lasting partnerships. GW&K has been managing portfolios since its founding in 1974.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment management across domestic equity (small cap, small/mid cap, and multi-cap), global equity, municipal bond, and taxable bond strategies, combined with financial planning for high net worth individuals.
Who they serve
Financial advisors, institutional investors, private wealth clients (high net worth individuals), and registered investment advisors (RIAs).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 47,749 | $40.4B |
| Investment Companies | 17 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 14 | $3.0B |
| Charitable Organizations | 123 | $708M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 1 | $20M |
26 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gw&k Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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