GASSMAN FINANCIAL LLC

Overview

Gassman Financial LLC is an independent registered investment adviser focused on providing portfolio management and financial planning to individual and family clients, including small business owners. The firm charges fees based on a percentage of assets under management and shows a clear preference for equity-focused strategies: non-exchange traded equities are the single largest asset bucket on its books. Advisory services center on traditional wealth-management needs rather than institutional consulting or pension work. The firm does not position itself as an ESG investor and is not set up as a multi-state or related adviser. Investment activity is oriented toward discretionary portfolio management, with an emphasis on long-only equity exposure supplemented by third-party alternative managers. The firm’s structure and client base—primarily individuals and families—point to a high-touch, client-centric model where planning and ongoing portfolio oversight are primary client offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices