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About the Firm > Facts and Figures
| Founded: |
Established in 1986 |
Offices: |
Offices in Wellesley, MA and Palo Alto, CA |
| Assets Under Management: |
Over $3.6 billion in assets under management (as of June 2011) |
| Number of Clients: |
Over 2,000 clients, served by 13 discrete counseling teams |
| Employees: |
48 professionals and staff, who are tax attorneys, investment advisors, accountants, and certified financial planners |
| Fees: |
A fee-based, "manager of managers" investment process |
GW & Wade LLC is a Registered Investment Advisor.
To learn more about our approach, please click here.
| Wellesley, MA |
Palo Alto, CA |
©2012 GW & Wade |
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