GANT INVESTMENT ADVISORS, INC.

RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$43.8K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
TOLEDO, Ohio
CRD number
120467
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gant Investment Advisors, Inc. is a small, privately owned advisory corporation that serves individuals and families. The firm provides portfolio management for individual and small-business clients and generates fees as a percentage of assets under management. In addition to advisory work, the firm is registered to operate as an insurance broker and to sell other financial products, so its client solutions combine managed discretionary portfolios with insurance and product-based offerings. Gant does not position itself as an ESG investor and is not reported as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, US Government Bonds 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • DERICK GANT

    ConsultantCRD 2206717

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

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Location

Primary office

TOLEDO, OH

LUCAS

Location

TOLEDO, OH

Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
LUCAS
Address
5577 Airport Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth