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
2 Enterprise Drive, Suite 305, Shelton, CT 06484
http://www.ganimfinancial.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NY, TX

Financial Advisors at Ganim Private Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Robert Lockery, financial advisor Shelton CT
Robert A. Lockery
CRD#: 2687139
2 Enterprise Drive, Suite 305, Shelton, CT 06484

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, financial advisor Shelton CT
Lisa M. Bourque
CRD#: 2425443
2 Enterprise Drive, Suite 305, Shelton, CT 06484

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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