Gm Advisory Group, LLC
Gm Advisory Group, LLC (CRD# 147592) is a financial advisory firm headquartered in Melville, NY. They manage $3,046,087,569 in 2,210 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,046MILLION
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Total Number of Accounts2,210ACCOUNTS
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Average Account Value$1,378,320
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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
Financial Advisors at Gm Advisory Group, LLC
11
Rosemary Timoney (CRD# 4856338) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 19 years of experience in the finance industry.
12
Patrick Wren (CRD# 4621311) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 17 years of experience in the finance industry.
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