RONALD GELOK & ASSOCIATES, LLC

Overview

Ronald Gelok & Associates, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model includes asset-based fees along with hourly and fixed-fee arrangements. The firm is identified as a capital allocator and is not flagged as an active ESG investor. The firm reports industry relationships with entities such as a law firm, an insurance company, and a real estate broker, which may reflect referral or service-provider affiliations. The snapshot information indicates the firm is not designated as a multi-state adviser, despite maintaining multiple office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices