GFN Capital Management
Firm details
- Headquarters
- Richardson, Texas
- CRD number
- 139403
- Website
- www.doctorsresource.com
- Custodians
- TRUST BASED CUSTODIAN
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI48.14%
- Pension & Profit Sharing Plans25.99%
- Individuals18.12%
- Corporations / Businesses6.7%
- Charitable Organizations1.04%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
GFN Capital Management is a privately held LLC run by an individual owner that provides advisory services to both individual/family clients and institutional investors. Its advisory work emphasizes portfolio management for individuals and small businesses alongside pension consulting services. The firm charges a mix of percentage-of-AUM fees and also uses subscription and fixed-fee arrangements. GFN does not market itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Sovereign Bonds1%
Owners & executives
1 of 1
Maurice Glazer
Chief Executive OfficerCRD 1241206
Contacts
3 of 4
Brandon Moore
Investment Advisory RepresentativeCRD 5447752
Frank Precht
Vice PresidentCRD 2636506

David Glazer
PresidentCRD 2494848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richardson, TX
Dallas
Location
Richardson, TX
Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 300 N Coit Rd
- Time zone
- CT (UTC-6)
- Office locations
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