GANTT FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- DAPHNE, Alabama
- CRD number
- 167871
- Website
- ganttfinancialadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.26%
- HNWI48.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gantt Financial Advisors, LLC is an independent, individually owned registered investment advisor that provides financial planning and portfolio management primarily for individual and family clients. The firm also offers services for small-business portfolios and engages in selection of other advisers. Insurance brokerage is part of the firm’s business activities, and it charges clients via a mix of AUM-based fees, hourly fees, and fixed fees. The firm identifies as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1CLEVELAND GANTT
Financial PlannerCRD 6218315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DAPHNE, AL
BALDWIN
Location
DAPHNE, AL
Headquartered in DAPHNE, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- BALDWIN
- Address
- 9086 Merritt Ln
- Time zone
- CT (UTC-6)
- Office locations
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