GEM STATE INVESTMENT ADVISORS

RIASEC Registered
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$413K
Accounts
247
Employees
2
Advisory reps
1

Firm details

Headquarters
BOISE, Idaho
CRD number
150171
Website
www.gemstateadvisors.com
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI56.85%
  • Individuals29.29%
  • Charitable Organizations11.38%
  • Corporations / Businesses2.48%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gem State Investment Advisors operates as a limited liability company, focusing on providing financial planning and portfolio management services. The firm caters to both individual and institutional clients, offering a range of advisory activities, including educational seminars and workshops. Although it is classified as unclassified and does not actively pursue ESG investments, Gem State Investment Advisors maintains a diverse client base that includes families and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Investment Grade Corp Bonds 21%, US Government Bonds 18%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 5%, Other 5%, Non-Investment Grade Corp Bonds 1%40%
  • Exchange Traded Equities40%
  • Investment Grade Corp Bonds21%
  • US Government Bonds18%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1

  • RONALD GAMBASSI

    Managing DirectorCRD 5663457

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
4346 W Rose Hill St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth