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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 02-13-2001
- Office Locations
- 1
Office Locations
About GT Financial, Ltd., L.l.c.
GT Financial, Ltd., L.L.C. provides coordinated financial and estate planning for business owners, affluent retirees, and families—covering retirement projections, asset distribution planning, and strategies to help reduce estate taxes, alongside insurance and tax planning. Its investment implementation is ETF‑oriented with additional use of public funds and U.S. government/agency bonds, with assets custodied at Charles Schwab.
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Owner & Executives
GARY MICHAEL THOMAS
Chief Compliance Officer, Financial Advisor, Managing Member, Owner
- CRD
- #4472550
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,750,181 | -- |
| Non-Discretionary | $1,948,949 | -- |
| Total | $49,699,130 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,699,130
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,736,869,563 | 27.1% |
| Public Funds | $2,063,734,315 | 32.2% |
| U.S. Government/Agency | $1,563,823,518 | 24.4% |
| Cash | $1,044,685,383 | 16.3% |
| Total | $6,409,112,779 | 100.0% |