$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
-- Orlando FL
About G4 Financial Planning, LLC
G4 Financial Planning, LLC is a Orlando-based RIA. The firm has been operating for 2 years. Managing $1.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$53.9K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Services
Available
Owner & Executives
Henry David Gibson-Garcia
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7304852
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,508,145 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,508,145 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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