GMS Group

Broker-DealerFINRA MemberEst. 2022

Total AUM

$19.8M

Discretionary

$19.8M

100% of AUM

Accounts

1

Employees

15

Advisory reps

62

Brokerage reps

14

Firm details

Headquarters: East Hanover, New Jersey
CRD number: 8000
Registered since: November 22, 2022
Website: www.gmsgroup.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: Banking / Thrift Institutions100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GMS Group is an SEC-registered investment adviser (registered in 2022) that serves institutional clients and acts as a capital allocator. The firm operates as a limited liability company and combines advisory roles with broker-dealer, insurance broker, and registered municipal advisor activities. Its advisory offering emphasizes portfolio management for businesses and institutions and the selection of other advisers; fee billing is on a percentage-of-AUM basis. GMS Group does not identify as an active ESG investor.

Assets & Accounts

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

Cash & Cash Equivalents100%

Owners & executives

3 of 3

Paul Konsig
CEOCRD 500443
Danielle Dembowski
Chief Financial OfficerCRD 5855269
Leonardo Estanislao
Chief Information OfficerCRD 4622553

Contacts

3 of 59

Joseph Costa
Senior Vice President, SalesCRD 502390
Timothy Donohue
PresidentCRD 725373
Richard Schneiderman
Account ExecutiveCRD 1002223

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

East Hanover, NJ

Morris

Location

East Hanover, NJ

Headquartered in East Hanover, 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: Morris
Address: 120 Eagle Rock Ave
Time zone: ET (UTC-5)
Office locations

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