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Ganim Private Wealth

Headquartered in SHELTON, CT

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Firm Information

Ganim Private Wealth is an investment advisory firm based in Shelton, CT. The firm provides financial planning and portfolio management services to individuals, families, and institutions. They have approximately $131,543,639 in regulatory assets under management and manage accounts for a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm also participates in wrap fee programs.

Ganim Private Wealth

2 ENTERPRISE DRIVE

SHELTON, CT 06484

$131.54M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GANIM PRIVATE WEALTH has a total of 1 branch locations across the country.
location

SHELTON, CT

Advisors at Ganim Private Wealth

View All 2 Advisors
Unclaimed
Lisa Marie Bourque

CFC®, RA

SHELTON, CT

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Unclaimed
Robert Alan Lockery

RA

SHELTON, CT

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Disclosures

There are no public disclosures for Ganim Private Wealth.

Frequently Asked Questions (7)

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