GFN Capital Management

RIASEC Registered
Total AUM
$120M
Discretionary
$110M
92% of AUM
Avg account
$313K
Accounts
384
Employees
5
Advisory reps
5

Firm details

Headquarters
Richardson, Texas
CRD number
139403
Website
www.doctorsresource.com
Custodians
TRUST BASED CUSTODIAN
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • HNWI48.14%
  • Pension & Profit Sharing Plans25.99%
  • Individuals18.12%
  • Corporations / Businesses6.7%
  • Charitable Organizations1.04%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

GFN Capital Management is a privately held LLC run by an individual owner that provides advisory services to both individual/family clients and institutional investors. Its advisory work emphasizes portfolio management for individuals and small businesses alongside pension consulting services. The firm charges a mix of percentage-of-AUM fees and also uses subscription and fixed-fee arrangements. GFN does not market itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 86%, State & Local Bonds 7%, Cash & Cash Equivalents 5%, US Government Bonds 1%, Sovereign Bonds 1%86%
  • Exchange Traded Equities86%
  • State & Local Bonds7%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Maurice Glazer

    Maurice Glazer

    Chief Executive OfficerCRD 1241206

Contacts

3 of 4
  • Brandon Moore

    Brandon Moore

    Investment Advisory RepresentativeCRD 5447752

  • Frank Precht

    Vice PresidentCRD 2636506

  • David Glazer

    David Glazer

    PresidentCRD 2494848

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
300 N Coit Rd
Time zone
CT (UTC-6)
Office locations

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