Gerson Investment Management

Gerson Investment Management (CRD# 107451) is a financial advisory firm headquartered in , . They manage $36,040,532 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,386,174
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Gerson Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
George Gerson, financial advisor Grand Junction CO
George N. Gerson
CRD#: 4338937
Grand Junction, CO

George Gerson (CRD# 4338937) is an Investment Advisor Representative working at Gerson Investment Management in Grand Junction, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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