GGM Financials LLC
GGM Financials LLC is an SEC-registered investment adviser founded in Ohio, headquartered in Columbus. The firm offers financial planning and investment advisory services, working with a diverse range of clients including individuals, high-net-worth individuals, families, and professionals, with a particular focus on delivering independent, skilled financial guidance. GGM Financials LLC employs approximately 11 people, more than half of whom are investors. The firm serves U.S.-based clients and emphasizes client education and clarity in complex financial planning and investing decisions.
Investment Strategy
GGM Financials LLC utilizes a comprehensive approach to wealth management, providing personalized financial planning and investment advisory services tailored to individual client goals. The firm focuses on protecting and growing wealth for families and professionals, emphasizing independent advice, comprehensive planning (across budgeting, cash flow, and investments), and long-term wealth maximization. Their strategy involves actionable, client-specific plans designed to enhance understanding and empower informed decision-making across the client's entire financial picture.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DWUS | ADVISORSHARES TR | 16.08% | $81.5M | 1,605,012 | $50.80 | $50.80 | +$81.5M |
D DWAW | ADVISORSHARES TR | 12.69% | $64.3M | 1,547,370 | $41.57 | $41.57 | +$64.3M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 9.45% | $47.9M | 556,436 | $74.76 | $86.07 | +$8.6M |
M MOAT | VANECK ETF TRUST | 4.96% | $25.1M | 267,876 | $93.79 | $93.79 | +$25.1M |
B BUFF | INNOVATOR ETFS TRUST | 4.67% | $23.7M | 504,153 | $44.19 | $47.00 | +$2.2M |