|G & W Equity Sales, Inc. is a RIA based in Indianapolis, IN.|
*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.
- Gardner & White Holding Company, Inc. (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.
|Steven Marc Bulloff||Secretary/Cco||11/01/2004|
|Neff, Glenda Lee||Treasurer||02/01/1999|
|James Michael Mandel||President, Director||01/01/2005|
|Samuel Scott Ringold||Vice-President||03/01/2010|
No firm affiliates listed.
201 W. 103Rd Street
Indianapolis , IN 46290-1137
|Other Offices Address||City||State||Zip|
|4225 White Bear Parkway, Ste 200||St. Paul||MN||55110|
|5925 Wilcox Place, Ste D||Dublin||OH||43016|
|201 W. 103Rd Street, Suite 505||Indianapolis||IN||46290-1137|
|201 W. 103Rd Streetsuite 505||Indianapolis||IN||46290-1137|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees
- Other: THIRD PARTY ASSET MANAGEMENT PROGRAMS