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GANIM PRIVATE WEALTH
2 Enterprise Drive
Suite 305
Shelton, Connecticut 06484
Tel: (203) 335-0851
About GANIM PRIVATE WEALTH
GANIM PRIVATE WEALTH, formally registered with the SEC as GANIM PRIVATE WEALTH. The firm was established in 04/23/2021. They have over 1 offices throughout the country.
GANIM PRIVATE WEALTH is a Shelton, Connecticut based Financial Planning firm with nearly $131,543,639 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285679 |
| SEC# | 801-120943 |
| Assets Managed by Firm | $131,543,639 |
| No. of Clients | 56 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 56 | $131,543,639 |
| Individuals (other than high net worth individuals) | 29 | $17,319,044 |
| High net worth individuals | 25 | $97,782,528 |
| Pension and profit sharing plans | 3 | $7,129,987 |
| Charitable organizations | 1 | $1,438,294 |
More Retirement Planning firms in Shelton, Connecticut:
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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