Overview
Assets Under Management: $1.6 billion
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Frequently Asked Questions
GFI INVESTMENT COUNSEL LTD. 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 #332720), GFI INVESTMENT COUNSEL LTD. is subject to fiduciary duty under federal law.
GFI INVESTMENT COUNSEL LTD. serves 215 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, GFI INVESTMENT COUNSEL LTD. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GFI INVESTMENT COUNSEL LTD. manages $1.6 billion in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, GFI INVESTMENT COUNSEL LTD. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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