Gem State Investment Advisors
Gem State Investment Advisors (CRD# 150171) is a financial advisory firm headquartered in Boise, ID. They manage $88,528,824 in 270 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Gem State Investment Advisors
By the Numbers
-
Total Assets Under Management89MILLION
-
Total Number of Accounts270ACCOUNTS
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Average Account Value$327,885
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, ID
Financial Advisors at Gem State Investment Advisors
1
J. Jones (CRD# 4556096) is an Investment Advisor Representative working at Gem State Investment Advisors in Boise, ID and has over 23 years of experience in the finance industry.
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