Gv Financial Advisors, Inc. (Atlanta)

Name: Gv Financial Advisors, Inc.
Address: 1100 Abernathy Road, Atlanta, GA, 30328 5646
Telephone: 770-295-5600

Gv Financial Advisors, Inc. is a large advisory firm based in Atlanta. It manages $1.16 billion of regulatory assets for 3,239 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Georgia, and 9 other states.

Gv Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gv Financial Advisors: assets under management

The assets under management (AUM) of Gv Financial Advisors, Inc. is $1.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359.2 thousand each.

Gv Financial Advisors has custody of $35.36 million in cash and securities for 24 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gv Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gv Financial Advisors, Inc.

Matthew Henry Geller has been acting as President since 1 Jan 2015. Marc Jonathan Lewyn joined the executive team most recently as the Ceo, Strategic Liquidity Services.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Gv Enterprises	Corporate owner	1 Jan 2001	75% - 100%	58-2588537
Inc. Joyn Enterprises	Corporate owner	1 Jan 2001	75% - 100%	58-2588537
Susan Marie Davis	Vp - chief compliance officer	1 Jan 2006	Other	1693709
Matthew Henry Geller	President	1 Jan 2015	Other	2062358
Marc Jonathan Lewyn	Ceo, strategic liquidity services	1 Jan 2015	Other	2233006

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Louis Geller	Shareholder	1 Jan 2001	25% - 50%	1580648
Matthew Henry Geller	Shareholder	1 Jan 2001	25% - 50%	2062358
Marc Jonothan Lewyn	Shareholder	1 May 2006	25% - 50%	2233006
Marc Jonathan Lewyn	Shareholder	1 May 2006	25% - 50%	2233006

Based in Atlanta

The principal office where Gv Financial Advisors, Inc. performs its advisory services is located at 1100 Abernathy Road, Atlanta, GA 30328 5646, 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 770-295-5600 or by fax 770-295-5700. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at gvfinancial.com/.