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| GGM Financial LLC
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|---|---|
| CRD # | 327008 |
| SEC # | 801-128663 |
| CIK # | 0002021722 |
| AUM | 513.0 M (2026-03-20) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 614-310-2400 |
| Address | 2492 W Dublin Granville Rd Columbus, OH 43235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.8 | ||
| SPDR Gold Trust | 1.3 | ||
| AbbVie Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Procter & Gamble Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 128.0 |
| (b) Individuals (high net worth individuals) | 151 | 355.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.9 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 27.5 |
| (n) Other | 0 | 0.0 |
| Total | 908 | 513.0 |
| By Discretionary | ||
| Discretionary | 908 | 513.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 908 | 513.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.0 | |
| Total | 908 | 513.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021722] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
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