Ggcfo Advisors
Firm details
- Headquarters
- ,
- CRD number
- 170018
- Website
- gdgroup.co.in
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.22%
- Individuals18.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ggcfo Advisors is an independent registered investment adviser organized as a corporation that serves high-net-worth individuals and families. The firm operates as a capital allocator and positions itself as a manager-of-managers: its advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Investment behavior skews toward outsourced public fund exposure supplemented by targeted allocations to third‑party alternative managers. The firm does not identify as an active ESG investor and lists an accountant among its industry affiliations, suggesting a background that combines financial planning and tax/accounting awareness with portfolio construction.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities2%
- US Government Bonds2%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Pflueger Wealth
RIAPawleys Investment Advisors, LLC
RIAMdrn Wealth
RIAVenice, CA
Social Investment Managers and Advisors, LLC
RIAStandfast Asset Management, LLC
RIAJacksonville Beach, FL
Priority Financial Partners
RIADurango, CO