Overview

Gantzert Investment Co., LLC is an RIA with a staff of 4, providing discretionary investment management services to high net worth individuals based on specific goals and objectives. This includes security selection, asset allocation, plan implementation, and ongoing monitoring of the investments. We only take accounts where we have sole discretion. We are very selective in accepting accounts.

We are not necessarily interested in buying, selling, or merging the practice today, but if the right local opportunity came along would be interested in exploring further.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...