Gfm Asset Management LLC
Gfm Asset Management LLC (CRD# 283810) is a financial advisory firm headquartered in Weinfelden, . They manage $24,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Gfm Asset Management LLC
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$400,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Gfm Asset Management LLC
1
Tariq Dennison (CRD# 4788542) is an Investment Advisor Representative working at Gfm Asset Management LLC in Weinfelden, and has over 19 years of experience in the finance industry.
2
Geoffrey Galbraith (CRD# 2224294) is an Investment Advisor Representative working at Gfm Asset Management LLC in Maumee, OH and has over 3 years of experience in the finance industry.
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