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 a limited liability company that provides portfolio management services to individuals and small businesses. The firm reports registration with the SEC in 2024 and is owned by an individual. Its advisory mandate targets individual and family clients and the firm charges fees on a mix of bases: a percentage of assets under management, hourly billing, and performance-based fees. GFG Solutions does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or related adviser to another firm. The company lists an insurance company affiliation among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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