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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2023
- Office Locations
- 5
Office Locations
About GT Investment Management, LLC
GT Investment Management (GT RIA) delivers customized asset and wealth management for individuals, families, and businesses, including investment management, retirement planning, estate planning, and tax-efficient strategies. The firm emphasizes diversification, risk management, and long-term portfolio construction. Its Family Office Practice focuses on high-net-worth business owner/operators, supported by integrated Growthink business advisory and boutique investment banking resources.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES STEVEN TURO
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner
- CRD
- #2083402
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Katelyn Henderson Gallanty
--
- CRD
- #7295206
MAYUKO HAMAZAKI
Partner
- CRD
- #6991636
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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