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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2023
- Office Locations
- 2
Office Locations
About Alitus Financial Services
Alitus Financial (GMR Capital Management LLC dba Alitus Financial) is a registered investment adviser providing integrated financial planning, investment management, and tax consulting—bringing taxes, investments, cash flow, retirement, estate, and real estate considerations together. Founder/advisor G. Matthew Rettig is a CPA and offers direct advisor access. The firm may allocate to CPS Investment Advisors as an independent third-party investment manager under Alitus oversight; custody includes Fidelity/NFS.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE RETTIG
Chief Compliance Officer
- CRD
- #7551960
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS STEPHEN WOLD
--
- CRD
- #7235139
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,848,288 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,848,288 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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