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Ggm Financials, LLC

● SEC registered since 2023CRD 327008SEC# 801-128663Columbus, OH
Export (members)
Reg. AUM
$425.7M
Employees
11
Accounts
816
Location
Columbus, OH

Ggm Financials, LLC assets under management

Ggm Financials, LLC is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2023. It reports $425.7 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/gloeckner-green-mccabe-financial-llcView on SEC.gov ↗

Ggm Financials, LLC owners & executives

4 reported
NameTitleOwnershipSince
Aaron Brady Green ControlManaging Partner, Chief Compliance OfficerOver 75%2023
John McCabe ControlPartner, Financial Advisor10-25%2023
Karen Marie Bauman ControlPartner, Financial Advisor5-10%2024
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Frequently asked questions

How much does Ggm Financials, LLC manage?

Ggm Financials, LLC reports $425.7 million in regulatory assets under management on its Form ADV.

How many employees does Ggm Financials, LLC have?

Ggm Financials, LLC reports 11 employees.

Where is Ggm Financials, LLC located?

Ggm Financials, LLC is based in Columbus, OH and has been SEC-registered since 2023.

Does Ggm Financials, LLC disclose fund performance?

Ggm Financials, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2492 W Dublin Granville Rd., Columbus, OH 43235
Phone614-310-2400
Fax614-310-2402
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2021722
Discloses disciplinary historyNo

Assets under management

Discretionary$425.7M
Non-discretionary$0
Total (RAUM)$425.7M