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Home > Retirement Planners > ohio > columbus > GGM FINANCIAL LLC
GGM FINANCIAL LLC
2492 W Dublin Granville Rd.
Columbus, Ohio 43235
Tel: 614-310-2400
About GGM FINANCIAL LLC
GGM FINANCIAL LLC, formally registered with the SEC as GGM FINANCIAL LLC. The firm was established in 08/31/2023. They have over 1 offices throughout the country.
GGM FINANCIAL LLC is a Columbus, Ohio based Financial Planning firm with nearly $370,860,672 assets under management, offering retirement planning & investment advisory services to 751 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327008 |
| SEC# | 801-128663 |
| Assets Managed by Firm | $370,860,672 |
| No. of Clients | 751 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 751 | $370,860,672 |
| Individuals (other than high net worth individuals) | 238 | $118,284,256 |
| High net worth individuals | 107 | $229,939,785 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,412,168 |
| Charitable organizations | Fewer than 5 clients | $2,668,020 |
| Corporations or other businesses | 9 | $18,556,443 |
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