The Gm Group

The Gm Group (CRD# 163938) is a financial advisory firm headquartered in Pennington, NJ. They manage $63,426,592 in 246 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $257,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

NJ, PA

Financial Advisors at The Gm Group
Showing 1 - 2 of 2 top financial advisors.
1
Guy McPhail
CRD#: 4572006
5 Independence Way, Suite 300, Princeton, NJ 08540
90
Wealthminder
score

Guy McPhail (CRD# 4572006) is an Investment Advisor Representative working at The Gm Group in Princeton, NJ and has 1 year of experience in the finance industry. Guy McPhail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregg A. Munn
CRD#: 6370331
10 South Main Street, Pennington, NJ 08534
88
Wealthminder
score

Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at The Gm Group in Pennington, NJ and has over 2 years of experience in the finance industry.

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