Gem Financial Advisors, Inc.
Gem Financial Advisors, Inc. (CRD# 123031) is a financial advisory firm headquartered in Lake Forest, IL. They manage $182,651,500 in 491 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Gem Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management183MILLION
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$371,999
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, MA, TX, VA, WI
Financial Advisors at Gem Financial Advisors, Inc.
No Advisor Found.
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