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. 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
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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