GGM Financial LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 327008
- Registered since
- August 31, 2023
- Website
- www.ggmfin.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.3%
- Individuals24.95%
- Corporations / Businesses5.37%
- Pension & Profit Sharing Plans0.37%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GGM Financial LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. GGM also operates as an insurance broker and uses a mix of percentage-of-AUM and fixed fees for advisory relationships. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 183Active vs passive
$290M in ETFs
22%
$64.4M
69%
$226M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE GROWTH ETF (JGRO) | JP Morgan | Active | Large Growth | $57.3M | 592,848 | 19.75% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 2492 W Dublin Granville Rd
- Time zone
- ET (UTC-5)
- Office locations
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