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GFP PRIVATE WEALTH
CLEVELAND, OH
833-309-9900
SEC #801-56552Total AUM
$1.3B
Employees
30Clients
727Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1300 EAST NINTH STREET
SUITE 1900
CLEVELAND
OH 44114
United States
SUITE 1900
CLEVELAND
OH 44114
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
833-309-9900
Other Offices
9
Financials
Total AUM
$1.3B
Accounts
1,658Discretionary
$1.3B
Accounts
1,658Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
429AUM
$103.5M
HNW Individual Clients
264AUM
$1.1B
Pension/Profit Sharing Plan Clients
3AUM
$47.4M
Charitable Organization Clients
10AUM
$55M
Corporation or Business Clients
21AUM
$26.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAILKSLAMAMDMINHNJNYOHPATNTXVAWA
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.