Overview
Assets Under Management: $244 million
Headquarters: MARRIOTTSVILLE, MD
High-Net-Worth Clients: 62
Average Client Assets: $3.0 million
Frequently Asked Questions
GEIER ASSET MANAGEMENT INC 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 #109986), GEIER ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
GEIER ASSET MANAGEMENT INC is headquartered in MARRIOTTSVILLE, MD.
GEIER ASSET MANAGEMENT INC serves 62 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, GEIER ASSET MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GEIER ASSET MANAGEMENT INC manages $244 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, GEIER ASSET MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.15%
Average Client Assets: $3.0 million
Total Client Accounts: 1,147
Discretionary Accounts: 1,033
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 109986
Filing ID: 1187861
Last Filing Date: 2018-03-08 13:01:00