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 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
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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