Gm Advisory Group, Inc.

Gm Advisory Group, Inc. (CRD# 147592) is a financial advisory firm headquartered in Melville, NY. They manage $686,739,178 in 1,199 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    687
    MILLION
  • Total Number of Accounts
    1,199
    ACCOUNTS
  • Average Account Value
    $572,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, GA, MA, NJ, NY, PA, SC

Financial Advisors at Gm Advisory Group, Inc.
No Advisor Found.
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