Gdm Advisory Group Ltd

Gdm Advisory Group Ltd (CRD# 106153) is a financial advisory firm headquartered in Jenkintown, PA. They manage $413,000,000 in 870 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $474,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NJ, PA, TX

Financial Advisors at Gdm Advisory Group Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Glenn D. Meyer
CRD#: 4360047
123 Old York Road, Suite 200, Jenkintown, PA 19046
90
Wealthminder
score

Glenn Meyer (CRD# 4360047) is an Investment Advisor Representative working at Gdm Advisory Group Ltd in Jenkintown, PA and has 1 year of experience in the finance industry. Glenn Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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