Overview
Assets Under Management: $132 million
Headquarters: EDISON, NJ
High-Net-Worth Clients: 31
Average Client Assets: $3.3 million
Frequently Asked Questions
GEREMIA FINANCIAL SERVICES, 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 #156504), GEREMIA FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
GEREMIA FINANCIAL SERVICES, LLC is headquartered in EDISON, NJ.
GEREMIA FINANCIAL SERVICES, LLC serves 31 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, GEREMIA FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GEREMIA FINANCIAL SERVICES, LLC manages $132 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, GEREMIA FINANCIAL SERVICES, 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: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.52%
Average Client Assets: $3.3 million
Total Client Accounts: 132
Discretionary Accounts: 132
Regulatory Filings
CRD Number: 156504
Filing ID: 2086964
Last Filing Date: 2026-03-31 16:00:45