G & O Financial Services, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
6

Firm details

Headquarters
St Petersburg, Florida
CRD number
141831
Registered since
April 9, 2015
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

G & O Financial Services, Inc. is an independent, Florida-registered advisory corporation that operates as a capital allocator. The firm’s stated advisory activity is the selection of other advisers, indicating a manager‑of‑managers model in which G & O screens, selects and oversees third‑party investment managers rather than running all portfolios in‑house. Ownership is held by an individual and the firm reports affiliations with another investment adviser and an accountant. Fee arrangements are listed as “Other,” and the firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kevin Mccutcheon

    Kevin Mccutcheon

    CIOCRD 6105535

Contacts

3 of 5
  • Clayton Kreis

    Clayton Kreis

    Principal, Managing DirectorCRD 1725924

  • James Waters

    Principal - Shareholder Director of Tax ServicesCRD 5219896

  • Jose Del Rio

    Managing Director and PrincipalCRD 5219900

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
888 Executive Center Dr W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth