← Back to searchVisit website
RONALD GELOK & ASSOCIATES, LLC
CRD 290950
999 VANDERBILT BEACH ROAD, SUITE 200, NAPLES, FL, 34108, United States
Phone
(800) 467-8152
Fax
(973) 917-4560
Registration
— (—)
Source
State registered
Total AUM
$74.6M
Discretionary AUM
$74.6M
Team
11 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $44.6M |
| High net worth individuals | 30 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD