Overview

Assets Under Management: $307 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 315
Average Client Assets: $1.0 million

Frequently Asked Questions

GFG SOLUTIONS 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 #331977), GFG SOLUTIONS is subject to fiduciary duty under federal law.

GFG SOLUTIONS is headquartered in ORLANDO, FL.

GFG SOLUTIONS serves 315 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓

According to their SEC Form ADV, GFG SOLUTIONS offers portfolio management for individuals. View all service details ↓

GFG SOLUTIONS manages $307 million in client assets according to their SEC filing dated March 31, 2026.

According to their SEC Form ADV, GFG SOLUTIONS serves high-net-worth individuals. View client details ↓

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 315
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.0 million
Total Client Accounts: 315
Discretionary Accounts: 315

Regulatory Filings

CRD Number: 331977
Filing ID: 2090026
Last Filing Date: 2026-03-31 17:44:09