G & O Financial Services, Inc.
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 141831
- Registered since
- April 9, 2015
- Website
- www.gofinancialwealth.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Mccutcheon
CIOCRD 6105535
Contacts
3 of 5
Clayton Kreis
Principal, Managing DirectorCRD 1725924
James Waters
Principal - Shareholder Director of Tax ServicesCRD 5219896
Jose Del Rio
Managing Director and PrincipalCRD 5219900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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