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GFO ASSET MANAGEMENT, LLC

MIAMI BEACH, FL · CRD 311874 · IAPD ↗ · (203) 550-4233

$856.1MRegulatory AUM
1Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — GFO ASSET MANAGEMENT, LLC reported RAUM up 33% ($643.1M -> $856.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — GFO ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($456.7M -> $643.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
52
April 2024 — GFO ASSET MANAGEMENT, LLC reported RAUM up 47% ($310.3M -> $456.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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