Gaer Financial Group, Inc
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
FINTRXOverview
Gaer Financial Group, Inc. is an independent registered investment adviser owned by an individual and concentrated on serving individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, and charges clients through a mix of asset-based fees, hourly billing, and fixed fees. The adviser does not identify as an active ESG investor, does not function as a capital allocator, and is not positioned as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Michael Gaer
PresidentCRD 2068013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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