Overview
Assets Under Management: $1.6 billion
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,471
Discretionary Accounts: 5,467
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 332720
Filing ID: 1934856
Last Filing Date: 2025-03-05 21:00:00
Website: https://gfiic.com