AUMdb

Ga Bishop And Associates, Llc

State-registered Investment Adviser CRD 116725 · Carrollton, TX · WWW.GABISHOPANDASSOCIATES.COM
☆ Save with Pro ADV data as of Mar 24, 2023
Regulatory AUM
Discretionary
Clients
55
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 20 $0
High net worth individuals 35 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Glenn Alan Bishop Registered representative CFP Sep 2003 (23y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2023 985 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Selection of other advisers
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2023.

View current Form ADV (SEC/IAPD) ↗