GMG Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 321254
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses87.12%
- HNWI9.33%
- Individuals3.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GMG Asset Management is a privately held limited liability company owned by an individual and positioned to manage wealth for both high-net-worth individuals/families and some institutional clients. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm charges a mix of fee types — percentage of assets under management, fixed fees, and performance-based fees — and it is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The firm’s regulatory registration year is not provided and it is classified as unclassified in the source data.
Assets & Accounts
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
- Private Funds95%
- Exchange Traded Equities2%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Anthony Arias
Chief Executive OfficerCRD 5925816
Contacts
1 of 1
Nikko Tzitzifas
Portfolio ManagerCRD 6673518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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