GGM WEALTH ADVISORS

1801 Porter Street
Suite 500
Baltimore, Maryland 21230
Tel: 410-685-9685

About GGM WEALTH ADVISORS

GGM WEALTH ADVISORS, formally registered with the SEC as GGM WEALTH ADVISORS. The firm was established in 01/01/1996. They have over 2 offices throughout the country.

GGM WEALTH ADVISORS is a Baltimore, Maryland based Financial Planning firm with nearly $446,762,291 assets under management, offering retirement planning & investment advisory services to 889 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111509
SEC#	801-50972
Assets Managed by Firm	$446,762,291
No. of Clients	889
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	889	$446,762,291
Individuals (other than high net worth individuals)	216	$55,390,825
High net worth individuals	110	$327,717,888
Pension and profit sharing plans	5	$19,059,293
Charitable organizations	11	$13,447,528
Corporations or other businesses	15	$10,829,639

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