GGM WEALTH ADVISORS
Total AUM
$446.8M
Employees
7Clients
358Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1801 PORTER STREET
SUITE 500
BALTIMORE
MD 21230
United States
SUITE 500
BALTIMORE
MD 21230
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
410-685-9685
Other Offices
1
Financials
Total AUM
$446.8M
Accounts
889Discretionary
$437.1M
Accounts
882Non-Discretionary
$9.6M
Accounts
7
Clients
Individual Clients
216AUM
$55.4M
HNW Individual Clients
110AUM
$327.7M
Investment Company Clients
1AUM
$20.3M
Pension/Profit Sharing Plan Clients
5AUM
$19.1M
Charitable Organization Clients
11AUM
$13.4M
Corporation or Business Clients
15AUM
$10.8M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADCDEFLMDMETXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.