Overview
Assets Under Management: $302 million
Headquarters: SARVER, PA
High-Net-Worth Clients: 54
Average Client Assets: $2.5 million
Frequently Asked Questions
GIERL AUGUSTINE INVESTMENT 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 #143008), GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. is headquartered in SARVER, PA.
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. serves 54 high-net-worth clients according to their SEC filing dated October 25, 2018. View client details ↓
According to their SEC Form ADV, GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. manages $302 million in client assets according to their SEC filing dated October 25, 2018.
According to their SEC Form ADV, GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.17%
Average Client Assets: $2.5 million
Total Client Accounts: 1,501
Discretionary Accounts: 1,499
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 143008
Filing ID: 1247898
Last Filing Date: 2018-10-25 10:18:00