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GFO ADVISORY SERVICES, LLC

4 Greenwich Office Park
2nd Floor
Greenwich, Connecticut 06831-5115
Tel: 203-661-6616

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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 StatusApproved
Firm CRD#109278
SEC#801-56752
Assets Managed by Firm$256,992,416
No. of Clients11
No. of Advisors11

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total11$256,992,416

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