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).
Total Assets Under Management63MILLION
Total Number of Accounts246ACCOUNTS
Average Account Value$257,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at The Gm Group in Pennington, NJ and has over 3 years of experience in the finance industry.