Matthew
Gawlowski

Northern Trust Investments, Inc

CRD#6690698
Investment Advisor
in Tempe, AZ

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About this Advisor

Matthew Gawlowski is a financial advisor based in Tempe, Arizona with 4 years of industry experience. Gawlowski currently works for Northern Trust Investments, Inc. Over the course of their career, Gawlowski has held roles at The Vanguard Group, Inc, Geico Insurance, Arizona State University, State Farm Insurance, Ipic Theaters, Peach Loop, Northern Trust Securities, Inc and Northern Trust Bank. Gawlowski holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Northern Trust Investments, Inc is a registered investment company that has its headquarters in Chicago, IL. The company has offices in seven locations and a total of 726 advisors. It handles $903 billion in assets under management across its 41,219 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,645 charities and foundations. Of its 41,219 client accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets. Northern Trust Investments, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Northern Trust Investments, Inc likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

2160 East Elliot Road
Tempe, AZ 85284

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$902,656,985,580

AZ Average: $6,674,516,078
Total Number of Employees

726

AZ Average: 44
Total Number of Accounts

41,219

AZ Average: 2,564
Average Account Size

$21,899,051

AZ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Matthew Gawlowski Work History

Matthew has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Northern Trust Securities, Inc

2018 - Present (6 years)

Northern Trust Bank

2017 - 2018 (1 year)

Peach Loop

2016 - 2018 (2 years)

The Vanguard Group, Inc

2014 - 2016 (2 years)

Geico Insurance

2013 - 2013 (< 1 year)

State Farm Insurance

2011 - 2013 (2 years)

Arizona State University

2011 - 2013 (2 years)

Ipic Theaters

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Gawlowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northern Trust Investments, Inc

Emily Meyer
Chicago, IL
Lauren Metaj
Chicago, IL
George Taylor
Chicago, IL
John Cullen
Chicago, IL
Erik Spano
Tempe, AZ
Alexander Mchenry
Chicago, IL
Kenneth Javor
Chicago, IL
Justin Gutwald
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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