G
CRD: 319091
George Financial Services
Canton, OH, 44704
3304528476
$20.0M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
2 Employees
175 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2022
- Office Locations
- 1
Office Locations
920 Walnut Ave. NE Canton OH
About George Financial Services
George Financial Services is a Canton-based RIA. The firm has been operating for 4 years. Managing $20.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$114.4K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Glacier optima Zenith ember
Investment Themes
Value Fusion
Investment Vehicles
Element
Services
Vital North Atlas unison Element horizon Unison focus Radial Harbor
Owner & Executives
K
KALEEL THOMAS GEORGE
Owner
- CRD
- #2234028
- Ownership
- 75% or more
(247) 612-8078
harbor.alpha@harborcapital.com
in linkedin.com/in/prime-summit
M
Michael George
Chief Compliance Officer, Investment Advisor
- CRD
- #6770008
- Ownership
- 10% but less than 25%
(811) 558-4840
pathway.quantum@meridiancapital.com
in linkedin.com/in/glacier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,466,324 | -- |
| Non-Discretionary | $1,557,420 | -- |
| Total | $20,023,744 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,023,744
Public Funds:
20.4% Cash:
16.8% Equity - Exchange:
18.0% U.S. Government/Agency:
15.1% Other:
11.3% Equity - OTC:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,210,756,912 | 20.4% |
| Cash | $997,093,927 | 16.8% |
| Equity - Exchange | $1,068,314,922 | 18.0% |
| U.S. Government/Agency | $896,197,518 | 15.1% |
| Other | $670,664,368 | 11.3% |
| Equity - OTC | $1,092,055,253 | 18.4% |
| Total | $5,935,082,900 | 100.0% |