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 a limited liability company that provides portfolio management services to individuals and small businesses. The firm reports registration with the SEC in 2024 and is owned by an individual. Its advisory mandate targets individual and family clients and the firm charges fees on a mix of bases: a percentage of assets under management, hourly billing, and performance-based fees. GFG Solutions does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or related adviser to another firm. The company lists an insurance company affiliation among its industry ties.
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
- 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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