GFG Solutions
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, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GFG Solutions is an independent, SEC-registered registered investment adviser that primarily serves individual and family clients with portfolio management for individuals and small businesses. The firm is organized as a limited liability company and lists an individual owner. Its fee arrangements include percentage-of-AUM charges, hourly fees, and the ability to levy performance-based fees. GFG Solutions does not identify as an active ESG investor and does not describe itself as a multi-state or pension consultant adviser. The firm also notes an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- 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
CEO & Financial AdvisorCRD 5752180
Contacts
3 of 7
Matthew Ferratusco
Senior Portfolio ManagerCRD 5995653

Corey Wojnarowski
Financial Planning ConsultantCRD 6627360

Michelle Taylor
Financial AdvisorCRD 6549977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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