Gm Advisory Group, LLC
Gm Advisory Group, LLC (CRD# 147592) is a financial advisory firm headquartered in Melville, NY. They manage $3,046,087,569 in 2,210 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management3,046MILLION
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Total Number of Accounts2,210ACCOUNTS
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Average Account Value$1,378,320
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
Taylor Stathis (CRD# 7813411) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry.
Rosemary Timoney (CRD# 4856338) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 19 years of experience in the finance industry.
Patrick Wren (CRD# 4621311) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has over 17 years of experience in the finance industry.