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).
Total Assets Under Management687MILLION
Total Number of Accounts1,199ACCOUNTS
Average Account Value$572,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, GA, MA, NJ, NY, PA, SC