Gorian Investments
Firm details
- Headquarters
- ,
- CRD number
- 159969
- Website
- www.gorianinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.94%
- Individuals14.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Gorian Investments is a single‑owner, sole‑proprietorship advisory practice serving individual and family clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory activities. It is not classified under a broader industry category in the provided data, does not identify as a capital allocator, and is not marked as an active ESG investor or a multi‑state adviser.
Assets & Accounts
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
- State & Local Bonds40%
- Investment Grade Corp Bonds40%
- Exchange Traded Equities20%
Contacts
1 of 1Phillip Gorian
Registered Investment AdvisorCRD 1704169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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