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Gerstemeier Financial Group,llc

● SEC registered since 2022CRD 127052SEC# 801-124711
Export (members)
Reg. AUM
$131.4M
Employees
2
Accounts
219
Location
—

Gerstemeier Financial Group,llc assets under management

Gerstemeier Financial Group,llc is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $131.4 million in regulatory assets under management and employs 2 people.
www.g-fg.comView on SEC.gov ↗

Gerstemeier Financial Group,llc owners & executives

2 reported
NameTitleOwnershipSince
Laura J Gerstemeier ControlTreasurerUnder 5%2009
Robert C. Gerstemeier ControlPresident/Managing Member/CcoOver 75%2003

Frequently asked questions

How much does Gerstemeier Financial Group,llc manage?

Gerstemeier Financial Group,llc reports $131.4 million in regulatory assets under management on its Form ADV.

How many employees does Gerstemeier Financial Group,llc have?

Gerstemeier Financial Group,llc reports 2 employees.

Does Gerstemeier Financial Group,llc disclose fund performance?

Gerstemeier Financial Group,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone630-420-6601
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.4M
Non-discretionary$0
Total (RAUM)$131.4M