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Building 2GERSTEMEIER FINANCIAL GROUP,LLC

Map pin
Phone630-420-6601
NotebookSEC #801-124711
Total AUM
$143M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
630-420-6601
Other Offices
1

ReceiptFinancials

Total AUM
$143M
Accounts
229
Discretionary
$143M
Accounts
229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$15.5M
HNW Individual Clients
43
AUM
$125.7M
Charitable Organization Clients
2
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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