GELLER ADVISORS LLC

101 Park Ave
Suite 3100
New York, New York 10178
Tel: (888) 462-3033

About GELLER ADVISORS LLC

GELLER ADVISORS LLC, formally registered with the SEC as GELLER ADVISORS LLC. The firm was established in 03/31/2005. They have over 4 offices throughout the country.

GELLER ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $5,911,757,864 assets under management, offering retirement planning & investment advisory services to 797 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134062
SEC#	801-64033
Assets Managed by Firm	$5,911,757,864
No. of Clients	797
No. of Advisors	49

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	797	$5,911,757,864
Individuals (other than high net worth individuals)	56	$18,241,131
High net worth individuals	98	$5,066,616,479

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