G
$19.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-1991
- Office Locations
- 1
Office Locations
-- Panama City Beach FL
About G&f Financial Services
G&f Financial Services is a Panama City Beach-based RIA. The firm has been operating for 34 years. Managing $19.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$211.7K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Value alpha Fusion catalyst
Investment Themes
Pathway Element
Investment Vehicles
Glacier capital
Services
Quantum zenith Oak delta Fusion Delta catalyst Focus Unison Delta glacier
Owner & Executives
G
GLENN FOSTER DELMAN
Owner
- CRD
- #2113300
- Ownership
- 75% or more
(483) 933-2299
pathway.fusion@valuecapital.com
in linkedin.com/in/capital-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,051,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,051,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,051,125
Equity - Exchange:
57.8% Cash:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $196,109,466 | 57.8% |
| Cash | $143,180,268 | 42.2% |
| Total | $339,289,734 | 100.0% |