GFG SOLUTIONS
GG GROUP VENTURES, LLC Legal Name
Adviser information for GFG SOLUTIONS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 429 | $151.1M |
| Non-Discretionary | 0 | $0 |
| Total | 429 | $151.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 183 | $41.6M |
| HNW Individuals | 26 | $92.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 17 | $16.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesHOURLY CONSULTING |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 151.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GFG WRAP FEE PROGRAM | GFG SOLUTIONS |
Identifiers
| SEC RIA File Number | 801-129145 |
|---|---|
| SEC ERA File Number | 801-129145 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328988 |
| Legal Entity Identifier | None |
Principal Office
127 NORTH MAGNOLIA AVENUEORLANDO
FL
United States
Monday - Friday, 9-5
Tel: (407) 627-0091, Fax: None
Chief Compliance Officer
GRACE H. HOLT
CHIEF GROWTH OFFICER
2916 SMALLMAN STREET
APT 306
PITTSBURGH
PA
United States
Tel:
(412) 740-7930
G****@***************M
(Full email address available in API data)
Regulatory Contact
BERNADETTE GIRVIN
CHIEF EXECUTIVE OFFICER
127 NORTH MAGNOLIA AVE.
ORLANDO
FL
United States
Tel:
(407) 627-0091
B*********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Holt, Grace, Hunter | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
| GAMBIN NETO, CLAUDIO, M | Individual | – | PRESIDENT | 11/2023 | > 75% |
| Girvin, MARIE, BERNADETTE | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2023 | 10-25% |