John Likos
Advisor at GW Asena Pty Ltd
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
< 1 year
Location
Remote
About
John Likos is a CFA® charterholder currently with GW Asena Pty Ltd. He has prior experience at Asena Family Office Pty Ltd, Bond Adviser Pty Ltd, and Morningstar, totaling 12 years in the financial industry. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, and offers a range of services including financial planning, tax advice, retirement consulting, and educational seminars.
Client services
Based on GW Asena Pty Ltd
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Estate planning, tax advice, tax compliance, insurance consulting
Estate planning, tax advice, tax compliance, insurance consulting
Fee options
Fixed fees for services other than portfolio management range from $10,000 to $100,000+ depending on scope and complexity
$0 - $1,000,000: 2% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
Commissions on sale of securities and insurance products charged separately when applicable; investment adviser representatives receive commissions for insurance product sales and for securities sales as registered representatives of a related broker-dealer
Account minimum: $200,000 Minimum fee: Minimum fee-for-service for fixed or bundled services is $10,000 annually if ongoing
Most active in
John L has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
< 1 year of industry experience
Asena Family Office Pty Ltd
2024 - Present • 2 years
Sydney
Bond Adviser Pty Ltd
2019 - 2024 • 5 years
Sydney
Morningstar
2014 - 2019 • 5 years
Sydney
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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