GAO Investments

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Las Vegas, Nevada
CRD number
284665
Registered since
August 16, 2022
Fee structure
Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

GAO Investments operates as an independent, Nevada-registered limited liability company providing portfolio management services to individuals and small businesses. The firm is owned by an individual and charges performance-based fees as part of its compensation structure. The profile indicates GAO Investments does not describe itself as a multi-state adviser, a pension consultant, or 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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
325 E Warm Springs Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth