GCI Financial Group
Firm details
- Headquarters
- Mendham, New Jersey
- CRD number
- 124193
- Registered since
- September 3, 2024
- Website
- www.gcifg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.09%
- Individuals26.8%
- Corporations / Businesses6.49%
- Pension & Profit Sharing Plans5.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
GCI Financial Group is an independent registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual, and the firm operates under a mix of fee arrangements including a percentage-of-AUM fee, hourly charges, and fixed fees. GCI does not describe itself as an active ESG investor, it is not a multi-state adviser, and it does not position itself as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents7%
- Other4%
Contacts
3 of 3
David Spiegel
Investment Advisor RepresentativeCRD 2305256
Matthew Sherbine
Managing Partner and Co-FounderCRD 2650517
Michael Greco
Managing Partner and Co-FounderCRD 2777345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mendham, NJ
Morris
Location
Mendham, NJ
Headquartered in Mendham, 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
- Morris
- Address
- 5 Cold Hill Rd S
- Time zone
- ET (UTC-5)
- Office locations
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