Overview
Assets Under Management: $426 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Frequently Asked Questions
GGM FINANCIAL LLC 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 #327008), GGM FINANCIAL LLC is subject to fiduciary duty under federal law.
GGM FINANCIAL LLC is headquartered in COLUMBUS, OH.
GGM FINANCIAL LLC serves 127 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, GGM FINANCIAL LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GGM FINANCIAL LLC manages $426 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, GGM FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 816
Discretionary Accounts: 816
Regulatory Filings
CRD Number: 327008
Filing ID: 2032995
Last Filing Date: 2025-12-16 22:53:39
Website: 1