Gem Asset Management, LLC
Gem Asset Management, LLC (CRD# 124332) is a financial advisory firm headquartered in , . They manage $179,383,643 in 559 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management179MILLION
Total Number of Accounts559ACCOUNTS
Average Account Value$320,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Steven Renaldi (CRD# 4780117) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 7 years of experience in the finance industry.
Steve Alexandrowski (CRD# 4612834) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has 1 year of experience in the finance industry. Steve Alexandrowski 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.