Investment adviser · CRD 157344

G5 FINANCIAL GROUP RIA, LLC

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Mar 22, 2017

Regulatory AUM
$131M
Form ADV · Item 5.F
Client accounts
399
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5445 DTC PARKWAY, SUITE 825
GREENWOOD VILLAGE, CO, 80111, United States

CRD 157344

Filing source

Form ADV 1091972 · Mar 22, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.