Ganim Private Wealth
Ganim Private Wealth (CRD# 285679) is a financial advisory firm headquartered in Shelton, CT. They manage $131,543,639 in 56 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$2,348,994
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NH, NY, TX
Financial Advisors at Ganim Private Wealth
1
Robert Lockery (CRD# 2687139) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 28 years of experience in the finance industry.
2
Lisa Bourque (CRD# 2425443) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.