Gerard Asset Management, LLC

Gerard Asset Management, LLC (CRD# 116191) is a financial advisory firm headquartered in Lower Waterford, VT. They manage $5,350,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $78,676
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Gerard Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerard Jones
CRD#: 4488124
Waterford, VT
87
Wealthminder
score

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.

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