Ggcfo Advisors

RIASEC Registered
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$2.1M
Accounts
47
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
170018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.22%
  • Individuals18.78%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ggcfo Advisors is an independent registered investment adviser organized as a corporation that serves high-net-worth individuals and families. The firm operates as a capital allocator and positions itself as a manager-of-managers: its advisory activities emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Investment behavior skews toward outsourced public fund exposure supplemented by targeted allocations to third‑party alternative managers. The firm does not identify as an active ESG investor and lists an accountant among its industry affiliations, suggesting a background that combines financial planning and tax/accounting awareness with portfolio construction.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 2%, US Government Bonds 2%, State & Local Bonds 2%, Cash & Cash Equivalents 1%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities2%
  • US Government Bonds2%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ginger Gorden

    Ginger Gorden

    Chief Executive Officer & FounderCRD 6386804

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth