GQO Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 118002
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.19%
- Individuals37.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GQO Investment Advisors, Inc. is a privately held corporate advisory firm that serves individual and family clients, with an emphasis on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator. It reports relationships with an accountant and an insurance company as industry affiliations and does not identify as an active ESG investor.
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 Equities90%
- Public Funds/Mutual Funds10%
Owners & executives
1 of 1
Rix Smith
CEOCRD 1061442
Contacts
2 of 2
George Offutt
PresidentCRD 2452720
Shirley Crisler
Senior Vice PresidentCRD 2118069
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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