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GFS WEALTH MANAGEMENT ADVISORS, INC.

UUID084625a2-14c6-50ae-adef-2e01420c73c8
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 285679 285679 1.0
sec_file_number 801-120943 801-120943

Profile

WebsiteHTTP://WWW.GANIMFINANCIAL.COM
HQ CitySHELTON
HQ StateCT
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • GANIM PRIVATE WEALTH adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)261,980,766.0
  • RAUM (discretionary)261,980,766.0
  • Actionable assets246,702,305.0
  • Accounts42.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM6,672,888.0
  • Charitable AUM1,655,596.0
  • HNW AUM228,302,316.0

As of 2025-03-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.