GT FINANCIAL, LTD., L.L.C.

Overview

GT Financial, Ltd., L.L.C. is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on wealth management for individuals and families, blending fee-for-service models (percentage of AUM, hourly fees and other billing arrangements) with discretionary portfolio management. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting. GT Financial reports a clear equity preference and runs the bulk of client assets on a discretionary basis, while maintaining a relationship with an accounting professional as an industry affiliation. The firm does not list itself as an active ESG investor and does not position as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices