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GFM ASSET MANAGEMENT LLC

CRD 283810 · SEC 801-107841

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THOMAS-BORNHAUSERSTRASSE, 17, WEINFELDEN, CA, 8570, Switzerland

Phone

775-237-8852

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$27.5M

Discretionary AUM

$27.5M

Team

3 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals17$2.5M
High net worth individuals20$22.0M
Pension/profit sharing plans5$3.0M

States served

CA, NY, OH

All web addresses on file

Official SEC filing: View on IAPD