$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2009
- Office Locations
- 1
Office Locations
153 Andover Street Unit 108a Danvers MA
About Fg&g Financial Services, LLC
Fg&g Financial Services, LLC is a Danvers-based RIA. The firm has been operating for 17 years. Managing $15.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN JOSEPH FARRAR
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4861314
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ANTHONY EVAN GATES
Investment Advisor
- CRD
- #5086607
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,490,989 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,490,989 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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