Overview
Assets Under Management: $447 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 110
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 889
Discretionary Accounts: 882
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 111509
Last Filing Date: 2025-02-26 00:00:00
Website: https://ggmwealthadvisors.com