Gf Capital Asset Advisors, LLC
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Learn more about Gf Capital Asset Advisors, LLC
Overview
Gf Capital Asset Advisors, LLC operates as an advisory company headquartered in New York, New York. The company handles $392.6 million in assets across seven customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 7 financial advisors. Gf Capital Asset Advisors, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like stocks, bonds and options.
Gf Capital Asset Advisors, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without requiring client permission. The investment advisory firm oversees about $56.1 million for every client account. The typical advisor at Gf Capital Asset Advisors, LLC oversees around one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is at 810 Seventh Avenue, New York, New York 10019. Gf Capital Asset Advisors, LLC is legally allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gf Capital Asset Advisors, LLC by the Numbers
$392.6 million
10
7
$56.1 million
Fee Structure
A financial advisor's fees largely are based on which services are offered. However, fee types billed by Gf Capital Asset Advisors, LLC may include the following fee types: asset-based, performance-based or other. Gf Capital Asset Advisors, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its seven accounts, Gf Capital Asset Advisors, LLC's largest client group by number of accounts is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gf Capital Asset Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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