GFG Solutions

RIASEC RegisteredEst. 2024
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$973K
Accounts
315
Employees
18
Advisory reps
8

Firm details

Headquarters
Orlando, Florida
CRD number
331977
Registered since
September 11, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

GFG Solutions is an independent, SEC-registered registered investment adviser that primarily serves individual and family clients with portfolio management for individuals and small businesses. The firm is organized as a limited liability company and lists an individual owner. Its fee arrangements include percentage-of-AUM charges, hourly fees, and the ability to levy performance-based fees. GFG Solutions does not identify as an active ESG investor and does not describe itself as a multi-state or pension consultant adviser. The firm also notes an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 46%, Non-Exchange Traded Equities 27%, US Government Bonds 11%, Public Funds/Mutual Funds 7%, State & Local Bonds 6%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%46%
  • Exchange Traded Equities46%
  • Non-Exchange Traded Equities27%
  • US Government Bonds11%
  • Public Funds/Mutual Funds7%
  • State & Local Bonds6%

Owners & executives

1 of 1
  • Claudio Gambin Neto

    Claudio Gambin Neto

    CEO & Financial AdvisorCRD 5752180

Contacts

3 of 7
  • Matthew Ferratusco

    Matthew Ferratusco

    Senior Portfolio ManagerCRD 5995653

  • Corey Wojnarowski

    Corey Wojnarowski

    Financial Planning ConsultantCRD 6627360

  • Michelle Taylor

    Michelle Taylor

    Financial AdvisorCRD 6549977

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
150 N Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth