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GEM ASSET MANAGEMENT, LLC
CRD 124332 · SEC 801-67414
261 S. MAIN STREET, PLYMOUTH, MI, 48170, United States
Phone
734-737-9108
Fax
734-737-9510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$628.1M
Discretionary AUM
$628.1M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 395 | $153.0M |
| High net worth individuals | 95 | $396.8M |
| Charitable organizations | 16 | $76.3M |
States served
CA, LA, MI, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD