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).
Total Assets Under Management183MILLION
Total Number of Accounts491ACCOUNTS
Average Account Value$371,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL, MA, TX, VA, WI