GFG Solutions

RIASEC Registered

Total AUM

$307M

Discretionary

$307M

100% of AUM

Avg account

$973K

Accounts

315

Employees

11

Advisory reps

7

Firm details

Headquarters: Orlando, Florida
CRD number: 331977
Registered since: September 11, 2024
Website: gfgsolutions.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GFG Solutions is an independent, individual-owned limited liability company that provides fee-based wealth management primarily to individuals and families. The firm is registered with the SEC (registered in 2024) and delivers portfolio management services for both individual/small-business clients and for businesses or institutional clients. Its billing mixes an asset-based fee with the option for hourly charges. GFG Solutions does not identify as an active ESG investor, is not a capital allocator, and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities46%
Non-Exchange Traded Equities27%
US Government Bonds11%
Public Funds/Mutual Funds7%
State & Local Bonds6%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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