GBL Asset Management, Inc.
RIASEC Registered
Total AUM
$34.3M
Discretionary
$0
0% of AUM
Avg account
$2.3M
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 121377
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.1%
- Other10.78%
- Individuals3.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gbl Asset Management, Inc. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management. While it does not engage in ESG investing, it has carved out a niche in managing wealth for individual clients and families. The firm is not classified under any specific investment category and does not act as a capital allocator or pension consultant.
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 Funds57%
- Other30%
- Cash & Cash Equivalents13%
Contacts
1 of 1Gerald Levin
PresidentCRD 4571859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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