Dakota
Dakota
Book a Demo
Talk to an Expert

Ganim Private Wealth

EST. AUM
$238,639,022

CONTACTS
2

CLIENT ACCOUNTS
22

Firm Details

Metro area Stamford
CRD Number 285679
Website ganimfinancial.com
Client types

Overview

Ganim Private Wealth, operating under Ganim Financial and headquartered in Shelton, Connecticut, is an independent, fee-based RIA serving individuals, business owners, and plan sponsors. Founded on principles of clarity and client-centered advice, it provides wealth and retirement planning, investment management, and corporate retirement solutions. Acting as fiduciaries, their approach emphasizes transitions, legacy strategy, and personalized outcomes. With a modest team of six advisors, they deliver deeply tailored service in a boutique setting.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy