Wealth Manager
    SEC Registered
    Manages Private Funds

    Gw&k Investment Management, LLC

    Registered investment advisor · Boston, Massachusetts · CRD #121942

    Assets Under Management
    $52.8B
    Client Accounts
    48,710
    Employees
    177
    CRD Number
    121942
    Registration
    SEC Registered
    Custodian
    Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gw&k Investment Management, LLC

    GW&K Investment Management is a Boston-based investment management firm established in 1974. The firm specializes in active equity and fixed income investment solutions and operates as an SEC-registered investment adviser with 190 employees across offices in Boston, New York, and Winter Park, Florida. GW&K is recognized for its expertise in municipal bond investing and has over 50 years of experience in managing client portfolios. The firm employs an active bottom-up investment approach, focusi

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Gw&k Investment Management, LLC

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    Frequently Asked Questions

    What is Gw&k Investment Management, LLC's AUM?

    Gw&k Investment Management, LLC reports approximately $52.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gw&k Investment Management, LLC headquartered?

    Gw&k Investment Management, LLC is headquartered in Boston, Massachusetts.

    What is Gw&k Investment Management, LLC's CRD number?

    Gw&k Investment Management, LLC's CRD number is 121942. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gw&k Investment Management, LLC manage?

    Gw&k Investment Management, LLC manages approximately 48,710 client accounts according to its latest SEC filing.

    Is Gw&k Investment Management, LLC SEC registered?

    Yes, Gw&k Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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