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GFP WEALTH MANAGEMENT
25 W Rolling Oaks Drive
Suite 111
Thousand Oaks, California 91361
Tel: 805-494-8181
About GFP WEALTH MANAGEMENT
GFP WEALTH MANAGEMENT, formally registered with the SEC as GFP WEALTH MANAGEMENT. The firm was established in 04/13/2023. They have over 1 offices throughout the country.
GFP WEALTH MANAGEMENT is a Thousand Oaks, California based Financial Planning firm with nearly $168,412,260 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133566 |
| SEC# | 801-127509 |
| Assets Managed by Firm | $168,412,260 |
| No. of Clients | 190 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $168,412,260 |
| Individuals (other than high net worth individuals) | 6 | $2,818,514 |
| High net worth individuals | 41 | $164,390,051 |
| Corporations or other businesses | Fewer than 5 clients | $1,203,695 |
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