Geremia Financial Services, LLC

RIASEC Registered

Total AUM

$132M

Discretionary

$132M

100% of AUM

Avg account

$1M

Accounts

132

Employees

2

Advisory reps

5

Firm details

Headquarters: Edison, New Jersey
CRD number: 156504
Registered since: March 14, 2025
Website: www.geremiafinancial.com
Fee structure: Percentage of AUM
Client types: HNWI78.52%
Individuals21.48%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Geremia Financial Services, LLC is an independent, individual-owned registered investment adviser that provides fee-based wealth management and financial planning. The firm focuses on portfolio management for individuals and small businesses while also serving institutional and family clients. Geremia Financial Services is registered with the SEC (registered in 2025) and charges clients on a percentage-of-AUM basis. Its stated advisory activities emphasize financial planning and discretionary portfolio management rather than pension consulting or multi-state advisory platforms. The firm does not identify as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities90%
State & Local Bonds5%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$52.4M in ETFs

Passive

100%

$52.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)	State Street	Passive	Technology	$14M	71,455	26.67%

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Primary office

Edison, NJ

Middlesex

Location

Edison, NJ

Headquartered in Edison, 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: Middlesex
Address: 1090 King Georges Post Rd
Time zone: ET (UTC-5)
Office locations

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