Gerard Asset Management, LLC
Gerard Asset Management, LLC (CRD# 116191) is a financial advisory firm headquartered in Lower Waterford, VT. They manage $5,410,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$125,814
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Gerard Jones (CRD# 4488124) is an Investment Advisor Representative working at Gerard Asset Management, LLC in Waterford, VT and has 1 year of experience in the finance industry.