Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 127052
Last Filing Date: 2024-08-30 00:00:00
Website: https://g-fg.com