GFG SOLUTIONS

Overview

GFG Solutions is a privately held advisory firm focused on portfolio management for individuals and small businesses. The firm emphasizes discretionary management, deploying a stock- and ETF-heavy equity sleeve alongside allocations to third‑party alternative managers. Its fee model includes assets‑under‑management fees supplemented by hourly charges and the option for performance‑based fees, which supports tailored mandates and outcomes‑oriented strategies for higher‑net‑worth clients. GFG Solutions is affiliated with an insurance company and is registered with the SEC as of 2024; ownership is held by an individual. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation, while the firm also uses external managers for private equity, real estate and digital currency exposures. Advisory work centers on individual and family clients, with portfolio construction that appears to blend core public market holdings with selected alternative allocations and insurance-linked products.

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Public Holdings

Investments & Alternatives

Location & Offices