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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2009
- Office Locations
- 1
Office Locations
About Gygi Capital Management
Gygi Capital Management is a Utah-registered RIA providing investment advisory services for individuals and businesses, with an emphasis on retirement and 401(k) planning. The firm builds portfolios using mutual funds, stocks, and bonds, and can handle trading execution. It also offers insurance planning (life, health, long-term disability) alongside estate and broader wealth planning. Custody includes Charles Schwab; Gary Gygi is also a registered representative of Union Capital (separate from the RIA).
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Owner & Executives
GARY R GYGI
President
- CRD
- #1577760
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,788,748 | -- |
| Non-Discretionary | $7,717,864 | -- |
| Total | $31,506,612 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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