GANIM PRIVATE WEALTH
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 285679
- Registered since
- April 23, 2021
- Website
- www.ganimfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans78.78%
- HNWI20.73%
- Individuals0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ganim Private Wealth is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm offers advisory services that include financial planning, individualized portfolio management and pension consulting, and bills clients through a mix of AUM-based fees, hourly charges and fixed fees. Ganim Private Wealth began SEC registration in 2021 and is structured as a corporation with domestic and individual ownership. The firm focuses on private-client work rather than institutional mandates. Its client base is described as individual and family households. The adviser does not report active ESG investing and is not a multi-state adviser for SEC reporting purposes.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents36%
- Exchange Traded Equities32%
- US Government Bonds19%
- Public Funds/Mutual Funds11%
- Private Funds2%
Owners & executives
1 of 1LAWRENCE GANIM
President, CEOCRD 1088738
Contacts
3 of 6ROBERT LOCKERY
Director of Retirement PlansCRD 2687139
SEAN RUSSELL
Director of Premier Wealth ManagementCRD 3175179
DAVID MAMMINA
Partner, Financial AdvisorCRD 5290574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 2 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
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