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Gannett Welsh & Kotler, LLC

Gannett Welsh & Kotler, LLC is a RIA based in Boston, MA with $20B in AUM and with 3 advisors nationwide.

Advisors (3)

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Name Start Date
John Barry Fox Jan 2002
Nancy Gruber Angell Apr 1994
Harold Gilbert Kotler Apr 1994
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$19.6B
Total Assets
21K
Accounts
$916.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   Amg Boston Holdings, LLC (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Harold Gilbert Kotler Chief Executive Officer 03/01/1975
Roberts III Thomas Williams Co-President & Chief Compliance Officer 10/01/2006
Thomas F X Powers Co-President 10/01/2006

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
222 Berkeley Street
Boston , MA 02116
Phone Number: 617-236-8900

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees