Investment adviser · CRD 163938

THE GM GROUP

Investment adviser filing (IA)

THE GM FINANCIAL GROUP, LLC

PENNINGTON, NJ, United States · Form ADV filed Mar 30, 2017

Regulatory AUM
$108M
Form ADV · Item 5.F
Client accounts
363
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 30, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10 SOUTH MAIN STREET
PENNINGTON, NJ, 08534, United States

CRD 163938

Filing source

Form ADV 1091274 · Mar 30, 2017 · 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.