James Michael Mccarthy
Investment adviser representative at Gw&k Investment Management, LLC
23 yearsExperience
2 statesRegistered in
CFADesignation
$52.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Gw&k Investment Management, LLCJan 2003 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Gw&k Investment Management, LLC
$52.8BAssets managed
48,710Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2592646
- Firm CRD
- 121942