GFG Solutions

RIASEC Registered
Total AUM
$307M
Discretionary
$307M
100% of AUM
Avg account
$973K
Accounts
315
Employees
11
Advisory reps
7

Firm details

Headquarters
Orlando, Florida
CRD number
331977
Registered since
September 11, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GFG Solutions is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm focuses on portfolio management for individuals, small businesses and for business or institutional clients, serving primarily individual and family relationships. Its fee model combines a percentage of assets under management with hourly billing. GFG does not identify as an active ESG investor and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 46%, Non-Exchange Traded Equities 27%, US Government Bonds 11%, Public Funds/Mutual Funds 7%, State & Local Bonds 6%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%46%
  • Exchange Traded Equities46%
  • Non-Exchange Traded Equities27%
  • US Government Bonds11%
  • Public Funds/Mutual Funds7%
  • State & Local Bonds6%

Owners & executives

1 of 1
  • Claudio Gambin Neto

    Claudio Gambin Neto

    CEO & Financial AdvisorCRD 5752180

Contacts

3 of 6
  • Matthew Ferratusco

    Matthew Ferratusco

    Senior Portfolio ManagerCRD 5995653

  • Michelle Taylor

    Michelle Taylor

    Financial AdvisorCRD 6549977

  • Benjamin Richardson

    Benjamin Richardson

    Associate AdvisorCRD 7827191

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
150 N Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth