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GM

Guy Mcphail

THE GM FINANCIAL GROUP, LLC·PENNINGTON, New Jersey
Unclaimed Profile
10 SOUTH MAIN STREET, PENNINGTON, NJ 08534CRD# 4572006Firm CRD# 163938
01

About

Guy Mcphail is a registered financial advisor based in PENNINGTON, New Jersey, affiliated with THE GM FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE GM FINANCIAL GROUP, LLC
THE GM GROUP
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4572006
Firm CRD# 163938
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Guy Mcphail offer?
Guy Mcphail specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENNINGTON, New Jersey for a consultation.
What are Guy Mcphail's credentials?
Guy Mcphail is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Guy Mcphail located?
Guy Mcphail is based in PENNINGTON, New Jersey, working with THE GM FINANCIAL GROUP, LLC. Their office serves clients in the PENNINGTON metropolitan area and surrounding communities.
How does Guy Mcphail charge for services?
Guy Mcphail's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GM FINANCIAL GROUP, LLC?
THE GM FINANCIAL GROUP, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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