GAER FINANCIAL GROUP, INC

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$120K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
HACKENSACK, New Jersey
CRD number
168430
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gaer Financial Group, Inc. operates as an independent registered investment advisor (RIA) focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured to cater to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management (AUM), hourly charges, and fixed fees. While the firm does not actively engage in environmental, social, and governance (ESG) investing, it has established itself as a reliable advisor in the financial services sector.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • MICHAEL GAER

    PresidentCRD 2068013

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HACKENSACK, NJ

BERGEN

Location

HACKENSACK, NJ

Headquartered in HACKENSACK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
128 Summit Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth