Ganz Wealth Management, LLC is a large advisory firm based in Boca Raton. It manages $75 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and 5 other states.
Ganz Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ganz Wealth Management, LLC is $75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ganz Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ganz Wealth Management, LLC performs its advisory services is located at 2101 Nw Corporate Blvd., Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-912-9450 or by fax 561-912-9456. The normal business hours are 9:00am - 5:00pm on Monday - Friday.