GANT INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 120467
- Website
- www.derickgant.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gant Investment Advisors, Inc. is a small, privately owned advisory corporation that serves individuals and families. The firm provides portfolio management for individual and small-business clients and generates fees as a percentage of assets under management. In addition to advisory work, the firm is registered to operate as an insurance broker and to sell other financial products, so its client solutions combine managed discretionary portfolios with insurance and product-based offerings. Gant does not position itself as an ESG investor and is not reported as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1DERICK GANT
ConsultantCRD 2206717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 5577 Airport Hwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
REINHART ASSET MANAGEMENT LLC
RIATOLEDO, OH
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
RIATOLEDO, OH
INTEGRATED FINANCIAL RESOURCES, INC.
RIATOLEDO, OH
GURNEE GROUP, LLC
RIATOLEDO, OH
CANDELA FINANCIAL
RIATOLEDO, OH
ALAN B. LANCZ & ASSOCIATES, INC.
RIATOLEDO, OH