25 W Rolling Oaks Drive
Suite 111
Thousand Oaks, California 91361
Tel: 805-494-8181
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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