G&F Financial Services

Overview

G&F Financial Services is a sole-proprietorship independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-driven model and charges clients through a mix of percentage-of-AUM, hourly, and fixed fees. Advisory activity is concentrated on individualized planning and discretionary portfolio work rather than institutional consulting or pension services. Investment posture favors public equities: the practice tilts heavily to exchange-traded securities and uses separately managed account structures to implement client portfolios. The adviser is not positioned as an ESG specialist and does not report multi-state adviser registration. Capital allocation to third-party managers is limited, but the firm does incorporate external mutual fund and hedge fund strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices