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GFM ASSET MANAGEMENT LLC
CRD 283810 · SEC 801-107841
THOMAS-BORNHAUSERSTRASSE, 17, WEINFELDEN, CA, 8570, Switzerland
Phone
775-237-8852
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$27.5M
Discretionary AUM
$27.5M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.5M |
| High net worth individuals | 20 | $22.0M |
| Pension/profit sharing plans | 5 | $3.0M |
States served
CA, NY, OH
All web addresses on file
Official SEC filing: View on IAPD