G & O Financial Services, Inc. is a large advisory firm based in St. Petersburg. It manages $144.41 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.
G & O Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and investment consultation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of G & O Financial Services, Inc. is $144.41 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay G & O Financial Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of James Purington Waters is high net worth individuals with 14 clients and $138.31 million of assets under management. Among the 12 most similar advisory firms, G & O Financial Services has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $144.41 million for 30 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
G & O Financial Services doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Purington Waters has been acting as President since 1 Jan 1999. Kevin Patrick Mccutcheon has served as the Chief Investment Officer since 1 Jul 2013. Charles Burt Linthicum joined the executive team most recently as the Director.
The principal office where G & O Financial Services, Inc. performs its advisory services is located at 888 Executive Center Dr W, St. Petersburg, FL 33702, 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 727-576-1245 or by fax 727-578-4072. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at gofinancialwealth.com.