Investment adviser · CRD 106153
GDM ADVISORY GROUP LTD
Investment adviser filing (IA)
FORT WASHINGTON, PA, United States · Form ADV filed Sep 13, 2018
- Regulatory AUM
- $471M Form ADV · Item 5.F
- Client accounts
- 830 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $385,000,000 | 81.7% |
| Individuals | 110 | $86,400,000 | 18.3% |
Filing source
Form ADV 1240189 · Sep 13, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 13, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
501 OFFICE CENTER DRIVE, SUITE 101FORT WASHINGTON, PA, 19034, United States
CRD 106153
Filing source
Form ADV 1240189 · Sep 13, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.