Overview
Assets Under Management: $530 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 94
Average Client Assets: $4 million
Frequently Asked Questions
GEM ASSET MANAGEMENT, LLC 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 #124332), GEM ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GEM ASSET MANAGEMENT, LLC is headquartered in PLYMOUTH, MI.
GEM ASSET MANAGEMENT, LLC serves 94 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, GEM ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GEM ASSET MANAGEMENT, LLC manages $530 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, GEM ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,298
Discretionary Accounts: 1,298
Regulatory Filings
CRD Number: 124332
Filing ID: 1942366
Last Filing Date: 2025-03-07 15:24:00
Website: https://gemasset.net