Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > arlington > GEF CAPITAL PARTNERS
GEF CAPITAL PARTNERS
1300 17th Street North
Suite 860
Arlington, Virginia 22209
Tel: 202-743-2898
About GEF CAPITAL PARTNERS
GEF CAPITAL PARTNERS, formally registered with the SEC as GEF CAPITAL PARTNERS. The firm was established in 04/26/2019. They have over 3 offices throughout the country.
GEF CAPITAL PARTNERS is a Arlington, Virginia based Financial Planning firm with nearly $1,536,700,000 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293329 |
| SEC# | 801-115141 |
| Assets Managed by Firm | $1,536,700,000 |
| No. of Clients | 25 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $1,536,700,000 |
More Retirement Planning firms in Arlington, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Arlington, Virginia