Gw&k Investment Management, LLC

CRD 121942 · Boston, MA · $52.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 121942
SEC number: 801-61559
Firm type: RIA
Assets under management: $52.8B as of Mar 26, 2026
Website: www.gwkinvest.com ↗
Phone: 617-236-8900
Address: 222 Berkeley Street, Boston, MA, 02116

Advisors at this firm

8 in our index · page 1 of 1

Daniel John FascianoCRD 4518411 · Boston, MA

IA Registered
Christopher Ryan LackeyCRD 7783551 · Boston, MA

IA Registered
Mark Patrick LewisCRD 7549684 · Boston, MA

IA Registered
James Michael MccarthyCRD 2592646 · Boston, MA

IA Registered
Chad E O'neilCRD 6669207 · Boston, MA

IA RegisteredBroker
Scott Reed PetersonCRD 2198254 · Boston, MA

IA Registered
Joseph Stephen PasqualeCRD 7789836 · Boston, MA

IA Registered
Matthew Theodore ShumakerCRD 6956810 · Boston, MA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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