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GFO ADVISORY SERVICES, LLC

GREENWICH, CT · CRD 109278 · IAPD ↗ · 203-661-6616

$351.3MRegulatory AUM
0Advisory reps
12Employees
0Clients
0Planning clients
8Private funds
6States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — GFO ADVISORY SERVICES, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — GFO ADVISORY SERVICES, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
September 2024 — GFO ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.