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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2024
- Office Locations
- 1
Office Locations
About GFG Solutions
GFG Solutions (GFG Wealth, LLC) is an SEC-registered RIA serving business owners and entrepreneurial executives with integrated business consulting and wealth management. The firm focuses on risk management, tax strategy/optimization, growth planning, and succession/exit planning, supported by customized portfolio design, liquidity/treasury management, options strategies, and access to private credit, private equity, and venture capital. Client access includes a dedicated portal and Schwab Alliance.
Team overview
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Accredited Investors
Asset Classes
Client Personas
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Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLAUDIO M GAMBIN NETO
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5752180
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW NICHOLAS FERRATUSCO
Director of Investments
- CRD
- #5995653
Jackson Eric Galley
Junior Service Advisor
- CRD
- #8301764
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,638,684 | $973,456 |
| Non-Discretionary | $0 | -- |
| Total | $306,638,684 | $973,456 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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