Prihlásiť sa Zaregistrujte sa zadarmo

Gjf Financial Management Ii, LLC (Dallas)


Gjf Financial Management Ii, LLC is a large advisory firm based in Dallas. It manages $755.98 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Logo

Gjf Financial Management Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gjf Financial Management Ii: assets under management

The assets under management (AUM) of Gjf Financial Management Ii, LLC is $755.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $755.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $755.98 million each.
Gjf Financial Management Ii has custody of $755.98 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gjf Financial Management Ii, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Gerald Joe Ford Settlor and trustee 1 Feb 2012 Other 6026340

Based in Dallas

The principal office where Gjf Financial Management Ii, LLC performs its advisory services is located at 200 Crescent Court, Dallas, TX 75201 6988, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-871-5151 or by fax 214-871-5122. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at fordfundlp.com.


Registered investment advisers similar to Gjf Financial Management Ii, LLC