This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- LegacyUnison glacier
- Established Date
- 08-14-2013
- Office Locations
- 1
Office Locations
About Gantt Financial Advisors, LLC
Gantt Financial Advisors is an independent, objective wealth management and financial planning firm serving individuals and families—particularly retirees, business owners, and educators nearing retirement. The firm supports retirement income decisions (including Social Security and RMD planning), estate planning, insurance, and portfolio construction with a risk-managed, index-oriented approach, typically implemented on a custodial platform such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLEVELAND DENNIS GANTT
Certified Financial Planner, PRINCIPAL
- CRD
- #6218315
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,294,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,294,876 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,294,876
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $444,993,921 | 9.3% |
| Equity - Exchange | $1,368,475,928 | 28.6% |
| Cash | $1,282,348,072 | 26.8% |
| Corporate - Investment Grade | $1,689,062,945 | 35.3% |
| Total | $4,784,880,866 | 100.0% |