Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 46
Average Client Assets: $2.9 million
Frequently Asked Questions
GAVIN MANAGEMENT GROUP, INC. 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 #140261), GAVIN MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
GAVIN MANAGEMENT GROUP, INC. serves 46 high-net-worth clients according to their SEC filing dated April 05, 2018. View client details ↓
According to their SEC Form ADV, GAVIN MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GAVIN MANAGEMENT GROUP, INC. manages $146 million in client assets according to their SEC filing dated April 05, 2018.
According to their SEC Form ADV, GAVIN MANAGEMENT GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.56%
Average Client Assets: $2.9 million
Total Client Accounts: 121
Discretionary Accounts: 117
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 140261
Filing ID: 1192151
Last Filing Date: 2018-04-05 09:22:00