Company Information

Get to know Gavigan & Co

Founded to address the unique financial complexities faced by entrepreneurs, business owners, and their families, Gavigan & Co. operates as a fiduciary, independent Registered Investment Advisor (RIA). The firm provides a holistic approach to wealth management, integrating services such as investment management, sophisticated financial planning, tax and estate strategy, and risk management. Their mission is to act as a personal CFO for their clients, helping them to simplify their financial lives and achieve their long-term goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Gavigan & Co

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.