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GT FINANCIAL, LTD., L.L.C.
CRD 117096
#2 SANCTUARY BOULEVARD, SUITE 304, MANDEVILLE, LA, 70471, United States
Phone
985-674-1701
Fax
985-674-1744
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$47.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; NEGOTIABLE FEES UNDER CERTAIN CIRCUMSTANCES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING SERVICES CONCERNING EDUCATION EXPENSES, CLIENT INSURANCE PORTFOLIO TAX PLANNING ANALYSIS AND ESTATE PLANNING ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.4M |
| High net worth individuals | 9 | $47.3M |
Official SEC filing: View on IAPD