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GFO ADVISORY SERVICES, LLC
GFO ADVISORY SERVICES, LLC
GREENWICH, Connecticut
·
7 registered advisors
·
CRD# 109278
SEC# 801-56752
4
203-661-6616
01
Firm Overview
AUM
$257M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at GFO ADVISORY SERVICES, LLC
7 registered advisors
Christopher Michael Trokey
JUPITER, Florida
CFA
CRD# 4262959
David Ioram Bokman
JUPITER, Florida
CRD# 1801025
Ernest Nicholas Dawal
JUPITER, Florida
CRD# 2907235
James Peter Brennan
JUPITER, Florida
CFP
CRD# 4570480
Michael Abraham Woocher
JUPITER, Florida
CFP
CRD# 4199887
Patricia Reed Centeno
GREENWICH, Connecticut
CRD# 2239528
Timothy Michael Tallach
JUPITER, Florida
CRD# 4494980
05
Office Locations
JUPITER, Florida
6 advisors
GREENWICH, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. GFO ADVISORY SERVICES, LLC (CRD# 109278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.