Overview
Assets Under Management: $530 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 94
Average Client Assets: $4 million
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