Gmf Private Wealth Management, LP (Rockledge)
Gmf Private Wealth Management, LP is a large advisory firm based in Rockledge. It manages $219.58 million of regulatory assets for 1,907 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado, Florida, Missouri, Texas, and Wisconsin.
Gmf Private Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Gmf Private Wealth Management: assets under management
The assets under management (AUM) of Gmf Private Wealth Management, LP is $219.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 998% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 34% of the firm’s portfolio. Investments in government bonds form 3% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Gmf Private Wealth Management, LP 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.
What kind of clients Gmf Private Wealth Management serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of Gmf Private Wealth Management is individuals with 70 clients and $219.19 million of assets under management. Among the 9 most similar advisory firms, Gmf Private Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $219.58 million for 71 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gmf Private Wealth Management doesn't advise any private funds.
Careers at Gmf Private Wealth Management, LP
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Rockledge
The principal office where Gmf Private Wealth Management, LP performs its advisory services is located at 1950 Rockledge, Rockledge, FL 32955, which is also the mailing address of the firm. An additional office of the firm is in Indianapolis, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 321-888-2599. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at solomonapi.com/.
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