|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| GGM Financials LLC
✚
|
|
|---|---|
| CRD # | 327008 |
| SEC # | 801-128663 |
| CIK # | 0002021722 |
| AUM | $425.7 M (2025-03-21) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 614-310-2400 |
| Address | 2492 W Dublin Granville Rd Columbus, OH 43235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Procter & Gamble Co | 1.3 | ||
| AbbVie Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| SPDR Gold Trust | 0.9 | ||
| Abbott Laboratories | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 120.9 |
| (b) Individuals (high net worth individuals) | 127 | 281.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.6 |
| (h) Charitable organizations | 2 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 425.7 |
| By Discretionary | ||
| Discretionary | 816 | 425.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 816 | 425.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.7 | |
| Total | 816 | 425.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021722] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.4 | |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
✚
|
IL | 0.4 |
|
Vestwell Advisors LLC
✚
|
NY | 0.4 |
|
Stark Richard Joseph
✚
|
CO | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
Brick & Kyle Associates Inc
✚
|
PA | 0.4 |
|
O'Keefe Stevens Advisory Inc
✚
|
0.4 | |
|
TFG Advisers LLC
✚
|
MI | 0.4 |
|
Aurdan Capital Management LLC
✚
|
PA | 0.4 |