$100.6M Total AUM
$100.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2014
- Office Locations
- 1
Office Locations
-- Chicago IL
About Ggcfo Advisors
Ggcfo Advisors is a Chicago-based RIA. The firm has been operating for 11 years. Managing $100.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$100.6M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Harbor value Pathway Foundation
Client Personas
Crest insight Frontier
Investment Themes
Matrix focus Alpha Optima Crest
Investment Vehicles
Vital
Services
Crest Vertex ridge Pioneer delta Capital Glacier peak Value peak Zenith
Owner & Executives
G
GINGER LEE GORDEN
Chief Compliance Officer, Financial Professional, President
- CRD
- #6386804
- Ownership
- 75% or more
(292) 416-2687
zenith.peak@vertexcapital.com
in linkedin.com/in/vertex-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,639,392 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,639,392 | -- |
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Separately Managed Accounts
Total SMA Asset: $100,639,392
Public Funds:
20.4% Equity - Exchange:
23.7% Municipal Bonds:
23.9% U.S. Government/Agency:
7.7% Cash:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,518,280,034 | 20.4% |
| Equity - Exchange | $1,763,884,157 | 23.7% |
| Municipal Bonds | $1,778,769,255 | 23.9% |
| U.S. Government/Agency | $573,076,287 | 7.7% |
| Cash | $1,808,539,453 | 24.3% |
| Total | $7,442,549,186 | 100.0% |