GMG Asset Management

RIASEC Registered
Total AUM
$28.7M
Discretionary
$3.7M
13% of AUM
Avg account
$3.2M
Accounts
9
Employees
2
Advisory reps
2

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

FINTRX

Overview

GMG Asset Management is an independent, owner-operated LLC that provides portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. It does not identify as an ESG-focused manager, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. Advisory activity is centered on discretionary and non-discretionary portfolio management for individual and small business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Private Funds 95%, Exchange Traded Equities 2%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%95%
  • Private Funds95%
  • Exchange Traded Equities2%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Anthony Arias

    Anthony Arias

    Chief Executive OfficerCRD 5925816

Contacts

1 of 1
  • Nikko Tzitzifas

    Nikko Tzitzifas

    Portfolio ManagerCRD 6673518

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth