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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima meridianEagle
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
About GFN Capital Management
GFN Capital Management is a Richardson, TX-based full-service advisory firm serving individuals and businesses. The team provides investment management and personalized financial and retirement planning, including pension and 401(k) plan design. Portfolios skew heavily toward ETFs with supplemental fixed income. Custody/platform relationships include Charles Schwab and AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID SCOTT GLAZER
Chief Operating Officer, Managing Member
- CRD
- #2494848
- Ownership
- 50% but less than 75%
MAURICE MYRON GLAZER
Financial Advisor, General Partner, Managing Member
- CRD
- #1241206
- Ownership
- 50% but less than 75%
Crest north
Vector north
- CRD
- #81937
- Ownership
- 37.6%
Showing 2 of 3 owners & executives
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BRANDON A MOORE
--
- CRD
- #5447752
FRANK DOUGLAS PRECHT
Investment Advisor
- CRD
- #2636506
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,344,554 | -- |
| Non-Discretionary | $9,708,710 | -- |
| Total | $120,053,264 | -- |
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Separately Managed Accounts
Total SMA Asset: $120,053,264
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $744,174,685 | 22.0% |
| Municipal Bonds | $619,018,033 | 18.3% |
| Cash | $172,513,222 | 5.1% |
| Sovereign Bonds | $845,653,051 | 25.0% |
| U.S. Government/Agency | $1,001,253,213 | 29.6% |
| Total | $3,382,612,204 | 100.0% |