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Gartmore Separate Account Wrap Trust (Irvington)


Gartmore Separate Account Wrap Trust is a large advisory firm based in Irvington. It manages $1.27 billion of regulatory assets for 8,500 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Gartmore Separate Account Wrap Trust provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gartmore Separate Account Wrap Trust: assets under management

The assets under management (AUM) of Gartmore Separate Account Wrap Trust is $1.27 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gartmore Separate Account Wrap Trust for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nationwide Mutual Insurance Company Shareholder 1 May 1998 75% - 100% 31-4177100
Inc. Gartmore Global Investments Corporate parent 1 Feb 1999 75% - 100% 31-1636299
Gartmore Global Asset Management Trust Shareholder 1 Jul 2002 75% - 100% 109364
Nationwide Corporation Shareholder 1 Jul 2002 75% - 100% 31-4416546

Based in Irvington

The principal office where Gartmore Separate Account Wrap Trust performs its advisory services is located at 94 North Broadway, Irvington, NY 10533, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 914-674-5700 or by fax 914-674-5750. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.gartmore.com.


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