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Home > Retirement Planners > connecticut > greenwich > GFO ADVISORY SERVICES, LLC
GFO ADVISORY SERVICES, LLC
4 Greenwich Office Park
2nd Floor
Greenwich, Connecticut 06831-5115
Tel: 203-661-6616
About GFO ADVISORY SERVICES, LLC
GFO ADVISORY SERVICES, LLC, formally registered with the SEC as GFO ADVISORY SERVICES, LLC. The firm was established in 08/05/1999. They have over 5 offices throughout the country.
GFO ADVISORY SERVICES, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $256,992,416 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109278 |
| SEC# | 801-56752 |
| Assets Managed by Firm | $256,992,416 |
| No. of Clients | 11 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $256,992,416 |
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