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Building 2GASSMAN FINANCIAL GROUP

Map pinJERICHO, NY
Phone631-482-7460
NotebookSEC #801-78242
Total AUM
$50.1M
Employees
1
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 HUNT DRIVE
JERICHO
NY 11753
United States
Operating Hours
9:00 - 4:30 ET
Monday - Friday
Phone
631-482-7460

ReceiptFinancials

Total AUM
$50.1M
Accounts
76
Discretionary
$42.8M
Accounts
65
Non-Discretionary
$7.3M
Accounts
11

ContactClients

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Individual Clients
8
AUM
$2.5M
HNW Individual Clients
31
AUM
$47M
Pension/Profit Sharing Plan Clients
1
AUM
$596.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTATION SERVICES, SEMINARS AND SPEAKING ENGAGEMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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