RIA Intel›Advisers›New York›G&G PLANNING CONCEPTS, INC.

G&G PLANNING CONCEPTS, INC.

Advisory

N·JERICHO, NY

Data as of Jun 11, 2024 · Source: SEC Form ADV

Total AUM

$50M

1-Year AUM Growth

-5.5%

3-Year CAGR

-7.1%

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$43M

Non-Discretionary AUM$7M

Discretionary %85.4%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)-66.7%

Filing History

Total Filings on Record16

First FilingJun 19, 2013

Latest FilingJun 11, 2024

🔒 Full AUM trend chart and 16 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on G&G PLANNING CONCEPTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.