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Ganim Private Wealth

Ganim Private Wealth. CRD 285679

Ganim Private Wealth logo

CRD: 285679

Ganim Private Wealth

Shelton, CT, 06484
2033350851
www.ganimfinancial.com
$238.6M Total AUM
$238.6M Disc. AUM
22.3% 3Y CAGR
4 Employees
50 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Value signal
Established Date
02-03-2017
Office Locations
1

Office Locations

2 Enterprise Drive Suite 305 Shelton CT

About Ganim Private Wealth

Ganim Financial (Ganim Private Wealth) is an independent advisory firm providing corporate retirement plan support with hands-on plan management and employee engagement, alongside wealth management focused on investment management, risk management, and legacy planning. The team also advises business owners on succession and exit planning. Founded in 1985 and custodied with Fidelity/NFS, portfolios commonly use ETFs and mutual funds.

Team overview

57 AVG AGE
$59.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Beacon Ember element Vector

Client Personas

Glacier focus

Custodian

Foundation capital

Investment Themes

Unison Catalyst delta Vital

Investment Vehicles

Timber Delta

Platform

Unison

Services

Optima foundation Signal Vertex Ember eagle Value meridian Zenith Capital foundation

Technology

Delta capital

Owner & Executives

GARRETT PATRICK TAYLOR

GARRETT PATRICK TAYLOR

CEO, Managing Partner

CRD
#4747407
Ownership
Less than 5%
(567) 966-6716
legacy.frontier@vertexcapital.com
in linkedin.com/in/legacy-crest

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Contacts

L

LAWRENCE JOHN GANIM

Financial Advisor

CRD
#1088738
(948) 661-6567
matrix.fusion@bridgecapital.com
in linkedin.com/in/legacy-legacy
PHILIP GIAMMARINO

PHILIP GIAMMARINO

--

CRD
#1999395
(484) 644-6829
capital.glacier@summitcapital.com
in linkedin.com/in/matrix-radial
C

Crest foundation

Eagle north

CRD
#28727
(820) 568-3356
element.pathway@vertexcapital.com
in linkedin.com/in/beacon-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-25-2022
05-22-2023
03-21-2024
03-20-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $238,639,022 $10,847,228
Non-Discretionary $0 --
Total $238,639,022 $10,847,228

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Separately Managed Accounts

Total SMA Asset: $238,639,022

$238.6M Total SMA
Cash:
21.0%
Equity - Exchange:
15.7%
U.S. Government/Agency:
18.0%
Public Funds:
35.4%
Private Funds:
9.9%
Asset class Assets Assets %
Cash $959,199,216 21.0%
Equity - Exchange $717,115,604 15.7%
U.S. Government/Agency $822,170,757 18.0%
Public Funds $1,616,935,822 35.4%
Private Funds $452,193,916 9.9%
Total $4,567,615,315 100.0%

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