Gem Asset Management, LLC

Gem Asset Management, LLC (CRD# 124332) is a financial advisory firm headquartered in Plymouth, MI. They manage $460,972,231 in 1,212 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
261 S. Main Street, Plymouth, MI 48170
https://www.facebook.com/gem-asset-management-llc-131728483556914/
By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    1,212
    ACCOUNTS
  • Average Account Value
    $380,340
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, OH, TX

Financial Advisors at Gem Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steve Alexandrowski, financial advisor Plymouth MI
Steve E. Alexandrowski
CRD#: 4612834
261 S. Main Street, Plymouth, MI 48170

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.

2
Lisa Carey, financial advisor Plymouth MI
Lisa M. Carey
CRD#: 2409859
261 S Main Street, Plymouth, MI 48170

Lisa Carey (CRD# 2409859) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 30 years of experience in the finance industry.

3
Steven Renaldi, financial advisor Plymouth MI
Steven A. Renaldi
CRD#: 4780117
261 S. Main Street, Plymouth, MI 48170

Steven Renaldi (CRD# 4780117) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 13 years of experience in the finance industry.

4
Steven Story, financial advisor Plymouth MI
Steven T. Story
CRD#: 4782102
261 S Main Street, Plymouth, MI 48170

Steven Story (CRD# 4782102) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 6 years of experience in the finance industry.

5
David Lindley, financial advisor Plymouth MI
David A. Lindley
CRD#: 4682997
261 S. Main Street, Plymouth, MI 48170

David Lindley (CRD# 4682997) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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