GULFSTREAM CM, LLC

450 Springfield Avenue, Suite 204
Summit, New Jersey 07901
Tel: 908-918-1600

About GULFSTREAM CM, LLC

GULFSTREAM CM, LLC, formally registered with the SEC as GULFSTREAM CM, LLC. The firm was established in 03/20/2013. They have over 1 offices throughout the country.

GULFSTREAM CM, LLC is a Summit, New Jersey based Financial Planning firm with nearly $244,042,928 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165459
SEC#	801-77699
Assets Managed by Firm	$244,042,928
No. of Clients	21
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$244,042,928
High net worth individuals	19	$39,765,713

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