Overview
Assets Under Management: $426 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
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: 1958641
Last Filing Date: 2025-03-21 17:27:00
Website: https://ggmfin.com