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GBL ASSET MANAGEMENT, INC.

CRD 121377

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$34.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2024-11-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR A SYNAGOGUE

Client types

TypeClientsAUM
Individuals9$1.1M
High net worth individuals9$29.5M

Official SEC filing: View on IAPD