Gfm Asset Management LLC is an adviser based in Hong Kong. It manages $2.15 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.
Gfm Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gfm Asset Management LLC is $2.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 115% since the beginning of its operation, and $1.45 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Gfm Asset Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gfm Asset Management is high net worth individuals with 7 clients and $1.95 million of assets under management. Among the 6 most similar advisory firms, Gfm Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.95 million for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.
Gfm Asset Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Gfm Asset Management LLC performs its advisory services is located at 7 Th Floor Office S02 Grand Millenium Plaza, Hong Kong, 00000 The mailing address of the firm is 9450 Sw Gemini Drive Ecm 11583, Beaverton, OR 97008. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011-852-9476-2868. The normal business hours are by appointment on Other. You can find more information about the New York firm at gfmasset.com and its LinkedIn profile.