GFG Solutions

Overview

GFG Solutions is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, with a client base made up of individuals and families. Its fee arrangements include asset-based fees, hourly charges and the ability to take performance-based fees. GFG Solutions does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor. The firm is SEC-registered (2024) and lists insurance company industry affiliation. Advisory activity centers on discretionary portfolio management rather than pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives