Investment adviser · CRD 109986

GEIER ASSET MANAGEMENT INC

Investment adviser filing (IA)

MARRIOTTSVILLE, MD, United States · Form ADV filed Mar 23, 2021

Regulatory AUM: $354M
Client accounts: 1,248
Employees: 8
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	78	$280,188,000	79.2%
Individuals	294	$65,612,000	18.6%
Charities	Fewer than 5	$6,419,000	1.8%
Retirement plans	Fewer than 5	$1,338,000	0.4%

Filing source

Form ADV 1502188 · Mar 23, 2021 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GAM YAPPPrivate Equity Fund · Last reported Mar 10, 2016$2KGross asset value

Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3295894980
Reported beneficial owners: 11
Minimum commitment: $25K

Form ADV 986362 · Mar 10, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2205 WARWICK WAY, STE 200
MARRIOTTSVILLE, MD, 21104, United States

CRD 109986

Filing source

Form ADV 1502188 · Mar 23, 2021 · 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.