Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
GERSTEMEIER FINANCIAL GROUP,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 #127052), GERSTEMEIER FINANCIAL GROUP,LLC is subject to fiduciary duty under federal law.
GERSTEMEIER FINANCIAL GROUP,LLC serves 43 high-net-worth clients according to their SEC filing dated August 30, 2024. View client details ↓
According to their SEC Form ADV, GERSTEMEIER FINANCIAL GROUP,LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GERSTEMEIER FINANCIAL GROUP,LLC manages $118 million in client assets according to their SEC filing dated August 30, 2024.
According to their SEC Form ADV, GERSTEMEIER FINANCIAL GROUP,LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 127052
Last Filing Date: 2024-08-30 00:00:00
Website: https://g-fg.com