Gf Financial Planning LLC is a large advisory firm based in Katonah. It manages $38.35 million of regulatory assets for 154 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut, Florida, and New York.
Gf Financial Planning provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gf Financial Planning LLC is $38.35 million. The firm's AUM has gone down by -14% 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 Gf Financial Planning LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Gf Financial Planning LLC performs its advisory services is located at 77 Valley Rd., Katonah, NY 10536 The mailing address of the firm is P.O. Box 830, Katonah, NY 10536. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-232-3773 or by fax 914-992-0200. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.