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GEREMIA FINANCIAL SERVICES, LLC
CRD 156504 · SEC 801-132072
1090 KING GEORGES POST ROAD, SUITE 801, EDISON, NJ, 08837-3705, United States
Phone
732-738-5678
Fax
732-738-7677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.2M
Discretionary AUM
$132.2M
Team
2 total employees; 0 advisory reps; 132 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $28.4M |
| High net worth individuals | 31 | $103.8M |
| Charitable organizations | 2 | $0 |
States served
NJ, NY, WI
All web addresses on file
Official SEC filing: View on IAPD