Gfp Wealth Management
Gfp Wealth Management (CRD# 133566) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $146,826,453 in 172 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management147MILLION
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$853,642
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Gfp Wealth Management
1
Stephan Goyette (CRD# 4891103) is an Investment Advisor Representative working at Gfp Wealth Management in Newbury Park, CA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.