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Home > Retirement Planners > michigan > plymouth > GEM ASSET MANAGEMENT, LLC
GEM ASSET MANAGEMENT, LLC
261 S. Main Street
Plymouth, Michigan 48170
Tel: 734-737-9108
About GEM ASSET MANAGEMENT, LLC
GEM ASSET MANAGEMENT, LLC, formally registered with the SEC as GEM ASSET MANAGEMENT, LLC. The firm was established in 01/18/2007. They have over 1 offices throughout the country.
GEM ASSET MANAGEMENT, LLC is a Plymouth, Michigan based Financial Planning firm with nearly $460,972,231 assets under management, offering retirement planning & investment advisory services to 1212 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124332 |
| SEC# | 801-67414 |
| Assets Managed by Firm | $460,972,231 |
| No. of Clients | 1212 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1212 | $460,972,231 |
| Individuals (other than high net worth individuals) | 366 | $105,438,946 |
| High net worth individuals | 93 | $303,035,604 |
| Charitable organizations | 15 | $47,677,084 |
| Corporations or other businesses | 5 | $4,820,597 |
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