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Gfs Wealth Management Advisors, Inc.

● SEC registered since 2021CRD 285679SEC# 801-120943Shelton, CT
Export (members)
Reg. AUM
$262M
Employees
6
Accounts
42
Location
Shelton, CT

Gfs Wealth Management Advisors, Inc. assets under management

Gfs Wealth Management Advisors, Inc. is a registered investment adviser overseen by the SEC based in Shelton, CT. The firm has been registered since 2021. It reports $262 million in regulatory assets under management and employs 6 people.
www.ganimfinancial.comView on SEC.gov ↗

Gfs Wealth Management Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher Lawrence Ganim ControlPresidentUnder 5%2021
Coastline Holdings Group, LLC ControlOwner10-25%2020
Garrett Patrick Taylor ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Gfs Wealth Management Advisors, Inc. manage?

Gfs Wealth Management Advisors, Inc. reports $262 million in regulatory assets under management on its Form ADV.

How many employees does Gfs Wealth Management Advisors, Inc. have?

Gfs Wealth Management Advisors, Inc. reports 6 employees.

Where is Gfs Wealth Management Advisors, Inc. located?

Gfs Wealth Management Advisors, Inc. is based in Shelton, CT and has been SEC-registered since 2021.

Does Gfs Wealth Management Advisors, Inc. disclose fund performance?

Gfs Wealth Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Enterprise Drive, Suite 305, Shelton, CT 06484
Phone(203) 335-0851
Fax(203) 549-0549
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262M
Non-discretionary$0
Total (RAUM)$262M