Gomersall David Alan (Westlake)


Gomersall David Alan is a large advisory firm based in Westlake. It manages $39.32 million of regulatory assets for 308 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Gomersall David Alan provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gomersall David Alan: assets under management

The assets under management (AUM) of Gomersall David Alan is $39.32 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.32 million in discretionary accounts and $7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $291.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gomersall David Alan for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westlake

The principal office where Gomersall David Alan performs its advisory services is located at 835 Sharon Drive, Westlake, OH 44145 7703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-899-4000 or by fax 440-899-9030. The normal business hours are 8 am - 5 pm on Monday - Friday.

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