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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 $646,000,000 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 293329 |
| SEC# | 801-115141 |
| Assets Managed by Firm | $646,000,000 |
| No. of Clients | 18 |
| No. of Advisors | 29 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES)
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18 | $646,000,000 |
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