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GAINES FINANCIAL GROUP
BOCA RATON, FL
561-989-0077
SEC #801-77140Total AUM
$522.6M
Employees
15Clients
500Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3837 NW BOCA RATON BLVD
SUITE 100
BOCA RATON
FL 33431-5858
United States
SUITE 100
BOCA RATON
FL 33431-5858
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
561-989-0077
Other Offices
3
Financials
Total AUM
$522.6M
Accounts
464Discretionary
$247.2M
Accounts
214Non-Discretionary
$275.4M
Accounts
250
Clients
Individual Clients
308AUM
$83M
HNW Individual Clients
167AUM
$389.2M
Pension/Profit Sharing Plan Clients
11AUM
$13.9M
Corporation or Business Clients
14AUM
$36.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGALAMDNCNHNJNYPAVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.