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Gbfp Grp Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 339073 · Orlando, FL
☆ Save with Pro ADV data as of Dec 08, 2025
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Julio Rivera Registered representative CFP Jan 2026 (1y)

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) 12/08/2025 982 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

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports having 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: Dec 08, 2025.

View current Form ADV (SEC/IAPD) ↗