GFG Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1645 Greens Prairie Rd W Ste 503B, Colle...

Phone Number

(833) 208-0036

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About GFG Wealth Advisors

GFG Wealth Advisors is a family-owned wealth management firm based in Santa Fe, New Mexico, with over 30 years of experience in financial planning. They focus on helping clients make informed financial choices to secure their futures, offering personalized service and building lasting relationships. The firm combines innovative strategies with traditional methods to help clients grow their wealth while managing risks. Their services are designed for individuals seeking comprehensive financial planning and investment strategies tailored to their unique goals.Explore more
GFG Wealth Advisors's Social MediaPopular SearchesGFG Wealth AdvisorsGfg Wealth Advisors LLCRFG Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

GFG Wealth Advisors Org Chart

PhoneEmail
SG
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Director, Operations & Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GFG Wealth Advisors

<$5M
1-10
Private
-
2017
SG
Sheri GreenDirector, Operations & Client Services
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1998
SB
Shari BurnumCEO and Founder
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
1995
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

GFG Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GFG Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GFG Wealth Advisors.

GFG Wealth Advisors Tech Stack

A closer look at the technologies used by GFG Wealth Advisors

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Frequently Asked Questions Regarding GFG Wealth Advisors

What is GFG Wealth Advisors's official website?
GFG Wealth Advisors's official website is www.gfgwealth.com
What is GFG Wealth Advisors's Revenue?
GFG Wealth Advisors's revenue is <$5 Million
What is GFG Wealth Advisors's SIC code?
GFG Wealth Advisors's SIC: 62,628
What is GFG Wealth Advisors's NAICS code?
GFG Wealth Advisors's NAICS: 52,523
How many employees does GFG Wealth Advisors have?
GFG Wealth Advisors has 1-10 employees
What industry does GFG Wealth Advisors belong to?
GFG Wealth Advisors is in the industry of: Finance, Securities Trading
What is GFG Wealth Advisors competition?
GFG Wealth Advisors top competitors include: Investor's Resource, Penn Financial Services, Bay Harbor Wealth Management, Ratcliff Financial Services
What technology does GFG Wealth Advisors use?
Some of the popular technologies that GFG Wealth Advisors uses are: Adobe Typekit, YouTube, Microsoft 365, Google Tag Manager
How do I contact GFG Wealth Advisors?
GFG Wealth Advisors contact info: Phone number: (833) 208-0036 Website: www.gfgwealth.com
What does GFG Wealth Advisors do?

GFG Wealth Advisors is a family-owned wealth management firm based in Santa Fe, New Mexico, with over 30 years of experience in financial planning. They focus on helping clients make informed financial choices to secure their futures, offering personalized service and building lasting relationships. The firm combines innovative strategies with trad... itional methods to help clients grow their wealth while managing risks. Their services are designed for individuals seeking comprehensive financial planning and investment strategies tailored to their unique goals.Read More

What are GFG Wealth Advisors social media links?
GFG Wealth Advisors Linkedin page GFG Wealth Advisors Facebook page
Is GFG Wealth Advisors a public company?
GFG Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about GFG Wealth Advisors

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