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GGM FINANCIAL LLC
CRD 327008 · SEC 801-128663
2492 W DUBLIN GRANVILLE RD., COLUMBUS, OH, 43235, United States
Phone
614-310-2400
Fax
614-310-2402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$513.0M
Discretionary AUM
$513.0M
Team
11 total employees; 6 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $128.0M |
| High net worth individuals | 151 | $355.5M |
| Pension/profit sharing plans | 2 | $1.9M |
| Charitable organizations | 1 | $110K |
| Corporations/business entities | 9 | $27.5M |
States served
MI, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD