GAUR ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- SOMERSET, New Jersey
- CRD number
- 129345
- Website
- www.gauram.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.2%
- Individuals16.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gaur Asset Management, Inc. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management, catering to a client base that includes individual investors and families. While the firm does not engage in ESG investing, it has established a reputation for its investment activities and preferences, particularly in the realm of alternative investments.
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
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Contacts
1 of 1UMESH GAUR
PresidentCRD 4727665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOMERSET, NJ
SOMERSET
Location
SOMERSET, NJ
Headquartered in SOMERSET, 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
- SOMERSET
- Address
- 29 Clyde Rd
- Time zone
- ET (UTC-5)
- Office locations
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