How does the Advisor Help Clients – Key Takeaways:
GIRTON CAPITAL MANAGEMENT, INC. provides its clients with expert financial advice, utilizing years of experience and knowledge in the industry. The firm offers a range of financial services, including investment management, financial planning, and retirement planning. With a customer-centric approach and a team of dedicated advisors, GIRTON CAPITAL MANAGEMENT, INC. helps clients achieve their financial goals and secure their financial future.
Facts and Insights
GIRTON CAPITAL MANAGEMENT, INC. was founded in 1985 and has been in business for over 35 years. The firm is owned and operated by a team of experienced and qualified financial advisors who have a collective experience of over 100 years in the financial industry. With a long track record of success, the firm has established a strong reputation for providing sound financial advice and excellent customer service.
GIRTON CAPITAL MANAGEMENT, INC. manages over $500 million in assets and has a team of 15 advisors who work closely with clients to develop customized financial plans. The firm serves a diverse client base and has a wide range of services to cater to the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 35 years |
Financial Services Offered
GIRTON CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to its clients. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a tailored plan that meets their unique needs and goals.
Client Types
With its diverse range of services, GIRTON CAPITAL MANAGEMENT, INC. serves a broad spectrum of clients. These include individuals, families, high net worth individuals, retirees, business owners, and more. The firm’s advisors have the expertise and knowledge to cater to the specific needs and goals of each client, no matter their financial situation.
Fees & Compensation
The fees and compensation structure at GIRTON CAPITAL MANAGEMENT, INC. are transparent and fair. The firm charges a percentage of assets under management as an advisory fee, ensuring that the firm’s success is tied to the success of its clients. This allows for a mutually beneficial relationship between the firm and its clients.
Background
GIRTON CAPITAL MANAGEMENT, INC. was founded by John Girton, who has over 40 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), among other qualifications. The rest of the firm’s team consists of experienced and highly qualified advisors who have a deep understanding of financial markets and a passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
GIRTON CAPITAL MANAGEMENT, INC. has a clean record with no disciplinary actions or regulatory sanctions. The firm is committed to providing ethical and transparent services to its clients, and its advisors adhere to the highest standards of ethical conduct and professionalism.