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GEM STATE INVESTMENT ADVISORS
GEM STATE INVESTMENT ADVISORS, LLC
CRD 150171
4346 W ROSE HILL ST., BOISE, ID, 83705, United States
Phone
208-890-5680
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.1M
Discretionary AUM
$101.7M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-10-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars401K INVESTMENT ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $29.9M |
| High net worth individuals | 63 | $58.1M |
| Charitable organizations | 2 | $11.6M |
| Corporations/business entities | 3 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD