Overview
Assets Under Management: $218 million
Headquarters: VALENCIA, CA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 602
Discretionary Accounts: 85
Non-Discretionary Accounts: 517
Regulatory Filings
CRD Number: 135234
Last Filing Date: 2025-03-05 00:00:00
Website: https://gbmi.com