Overview
Assets Under Management: $262 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 54
Average Client Assets: $4.2 million
Frequently Asked Questions
GANIM PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285679), GANIM PRIVATE WEALTH is subject to fiduciary duty under federal law.
GANIM PRIVATE WEALTH is headquartered in SHELTON, CT.
GANIM PRIVATE WEALTH serves 54 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, GANIM PRIVATE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GANIM PRIVATE WEALTH manages $262 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, GANIM PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.14%
Average Client Assets: $4.2 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 285679
Filing ID: 1954704
Last Filing Date: 2025-03-20 20:31:00