Overview
Assets Under Management: $161 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 32
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.62
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 132264
Last Filing Date: 2025-01-20 00:00:00
Website: https://ggpfp.com