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Gm Advisory Group, LLC

CRD 147592SEC# 801-69418Melville, NY
Export (members)
No longer SEC-registered. Gm Advisory Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.68B
Employees
46
Accounts
743
Location
Melville, NY

Gm Advisory Group, LLC assets under management

Gm Advisory Group, LLC is an SEC-registered investment adviser based in Melville, NY. It reports $3.7 billion in regulatory assets under management and employs 46 people.

Gm Advisory Group, LLC owners & executives

22 reported
NameTitleOwnershipSince
Brett Ronald Schneider ControlDirectorUnder 5%2023
Brian David Powers ControlChief Financial OfficerUnder 5%2023
Edward George O'Malley ControlDirectorUnder 5%2023
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Frequently asked questions

How much does Gm Advisory Group, LLC manage?

Gm Advisory Group, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.

How many employees does Gm Advisory Group, LLC have?

Gm Advisory Group, LLC reports 46 employees.

Where is Gm Advisory Group, LLC located?

Gm Advisory Group, LLC is based in Melville, NY.

Does Gm Advisory Group, LLC disclose fund performance?

Gm Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Broadhollow Road, Suite 301, Melville, NY 11747
Office hours8:30 a.m.-5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.7B
Non-discretionary$987.7M
Total (RAUM)$3.68B