GAO INVESTMENTS

RIASEC RegisteredEst. 2016
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
284665
Registered since
August 5, 2016
Fee structure
Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gao Investments operates as a Limited Liability Company and has been registered with the SEC since 2016. The firm focuses on portfolio management for individual clients and small businesses, utilizing a performance-based fee structure. While it does not engage in capital allocation or act as a pension consultant, Gao Investments is dedicated to providing tailored investment strategies to its clientele. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • De Gao

    President and CEOCRD 6689009

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
325 E Warm Springs Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth