GI
GW&K INVESTMENT MANAGEMENT, LLC
SEC RegisteredBOSTON, MAhttps://gwkinvest.com617-236-8900
Assets Under Management
$25B+
Employees
177
Office Locations
3 offices
Total Accounts
48710
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Hedge
Who they serve
| 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
Harold Gilbert Kotler
CHIEF EXECUTIVE OFFICER
Iii Thomas Williams Roberts
CO-PRESIDENT & CHIEF COMPLIANCE OFFICER
Thomas F X Powers
CO-PRESIDENT
Office locations
3 offices in 3 states
MA
BOSTONHQ
FL
WINTER PARK
NY
NEW YORK
Regulatory & compliance
CRD number
#121942
SEC Number
801-61559
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
gwkinvest.comPhone
617-236-8900Find an advisor that fits
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Editorial disclosure
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.