Gwynn Management Co
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Overview
Gwynn Management Co is a financial advisory firm with an address at 11 Piedmont Center, Suite 201, Atlanta, Georgia, 30305-1717. The firm holds registrations in Georgia, Louisiana, and Texas.
Gwynn Management Co manages $262.5 million in assets under management (AUM) and oversees 285 accounts. All accounts are managed on a discretionary basis, which allows the firm's financial advisors to make investment decisions on behalf of their clients without requiring approval for each transaction.
The firm employs 2 financial advisors. With the number of accounts, each advisor at Gwynn Management Co is tasked with managing a large number of client accounts.
Gwynn Management Co provides portfolio management services for individuals and small businesses, as well as for institutional clients. The firm operates with two types of fee structures: asset-based and fixed. It does not participate in a wrap fee program.
Gwynn Management Co serves a variety of investors, including retail investors and high net worth investors. High net worth investors constitute the largest client type by accounts at Gwynn Management Co, with the firm serving 71 such clients.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gwynn Management Co by the Numbers
$262.5 million
3
285
$920.9 thousand
Fee Structure
Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Gwynn Management Co most likely are comprised of some combination of the following fee structures: asset-based or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 285 accounts, Gwynn Management Co's largest client type is high net worth investors, though it also caters to 57 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 71.25%
- Other Individuals - 28.75%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gwynn Management Co does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gwynn Management Co
Atlanta, GA
Atlanta, GA
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