G & O FINANCIAL SERVICES, INC.
CRD #141831 SEC #801-88198 ST. PETERSBURG, FL 727-576-1245
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $176.6M | $139.9M | $36.7M | 3 | 0 |
| Mar 2021 | $157.4M | $142.9M | $14.5M | 3 | 0 |
| Jun 2020 | $149.1M | $134.5M | $14.5M | 3 | 0 |
| Mar 2020 | $149.1M | $134.5M | $14.5M | 3 | 0 |
| Mar 2019 | $144.4M | $132.1M | $12.3M | 3 | 0 |
| Aug 2018 | $264.9M | $147.9M | $117M | 3 | 0 |
| Jul 2018 | $264.9M | $147.9M | $117M | 3 | 0 |
| Mar 2018 | $264.9M | $147.9M | $117M | 4 | 0 |
| Apr 2017 | $229.1M | $123.9M | $105.2M | 4 | 11 |
| Mar 2017 | $229.1M | $123.9M | $105.2M | 4 | 11 |
| Mar 2016 | $226.4M | $216.1M | $10.3M | 4 | 11 |
| Mar 2015 | $116.6M | $106.1M | $10.5M | 4 | 11 |
DateMar 2022
Total AUM$176.6M
Discretionary$139.9M
Non-Disc.$36.7M
Employees3
Clients0
DateMar 2021
Total AUM$157.4M
Discretionary$142.9M
Non-Disc.$14.5M
Employees3
Clients0
DateJun 2020
Total AUM$149.1M
Discretionary$134.5M
Non-Disc.$14.5M
Employees3
Clients0
DateMar 2020
Total AUM$149.1M
Discretionary$134.5M
Non-Disc.$14.5M
Employees3
Clients0
DateMar 2019
Total AUM$144.4M
Discretionary$132.1M
Non-Disc.$12.3M
Employees3
Clients0
DateAug 2018
Total AUM$264.9M
Discretionary$147.9M
Non-Disc.$117M
Employees3
Clients0
DateJul 2018
Total AUM$264.9M
Discretionary$147.9M
Non-Disc.$117M
Employees3
Clients0
DateMar 2018
Total AUM$264.9M
Discretionary$147.9M
Non-Disc.$117M
Employees4
Clients0
DateApr 2017
Total AUM$229.1M
Discretionary$123.9M
Non-Disc.$105.2M
Employees4
Clients11
DateMar 2017
Total AUM$229.1M
Discretionary$123.9M
Non-Disc.$105.2M
Employees4
Clients11
DateMar 2016
Total AUM$226.4M
Discretionary$216.1M
Non-Disc.$10.3M
Employees4
Clients11
DateMar 2015
Total AUM$116.6M
Discretionary$106.1M
Non-Disc.$10.5M
Employees4
Clients11