Overview
Assets Under Management: $471 million
Headquarters: FORT WASHINGTON, PA
High-Net-Worth Clients: 140
Average Client Assets: $2.8 million
Frequently Asked Questions
GDM ADVISORY GROUP LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106153), GDM ADVISORY GROUP LTD is subject to fiduciary duty under federal law.
GDM ADVISORY GROUP LTD is headquartered in FORT WASHINGTON, PA.
GDM ADVISORY GROUP LTD serves 140 high-net-worth clients according to their SEC filing dated July 10, 2018. View client details ↓
According to their SEC Form ADV, GDM ADVISORY GROUP LTD offers financial planning and portfolio management for individuals. View all service details ↓
GDM ADVISORY GROUP LTD manages $471 million in client assets according to their SEC filing dated July 10, 2018.
According to their SEC Form ADV, GDM ADVISORY GROUP LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.67%
Average Client Assets: $2.8 million
Total Client Accounts: 830
Discretionary Accounts: 830
Regulatory Filings
CRD Number: 106153
Filing ID: 1228339
Last Filing Date: 2018-07-10 17:27:00