CRD: 117731
G, G, & M Financial Goals
Alexandria, VA
7035495208
$14.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2013
- Office Locations
- 1
Office Locations
-- Alexandria VA
About G, G, & M Financial Goals
G, G, & M Financial Goals is a Alexandria-based RIA. The firm has been operating for 12 years. Managing $14.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.7M AVG AUM / ADVISOR
$735.4K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vital north
Client Personas
Capital
Investment Themes
Bridge Momentum radial
Investment Vehicles
Radial
Services
Capital Harbor focus Bridge momentum Focus vertex Glacier pathway Vital
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
H
HARRY THOMAS GASKIN
--
- CRD
- #2726797
(986) 866-7268
beacon.horizon@meridiancapital.com
in linkedin.com/in/wave-glacier
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,707,400 | -- |
| Total | $14,707,400 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,707,400
Equity - Exchange:
17.3% Corporate - Investment Grade:
16.0% Corporate - Non-Investment Grade:
19.7% Municipal Bonds:
12.2% Cash:
16.2% U.S. Government/Agency:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,942,529 | 17.3% |
| Corporate - Investment Grade | $1,126,420,836 | 16.0% |
| Corporate - Non-Investment Grade | $1,386,905,654 | 19.7% |
| Municipal Bonds | $858,895,887 | 12.2% |
| Cash | $1,140,501,096 | 16.2% |
| U.S. Government/Agency | $1,309,464,223 | 18.6% |
| Total | $7,040,130,225 | 100.0% |