Gdm Advisory Group Ltd (Fort Washington)

Name: Gdm Advisory Group Ltd
Address: 501 Office Center Drive, Fort Washington, PA, 19034
Telephone: 215-886-5800

Gdm Advisory Group Ltd is a large advisory firm based in Fort Washington. It manages $471.4 million of regulatory assets for 830 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, New Jersey, Pennsylvania, and Texas.

Gdm Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gdm Advisory Group: assets under management

The assets under management (AUM) of Gdm Advisory Group Ltd is $471.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $471.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $567.95 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gdm Advisory Group Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Glenn David Meyer serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Glenn David Meyer is high net worth individuals with 140 clients and $385 million of assets under management. Among the 13 most similar advisory firms, Gdm Advisory Group has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $471.4 million for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gdm Advisory Group doesn't advise any private funds.

Careers at Gdm Advisory Group Ltd

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn David Meyer	President	1 Sep 1993	75% - 100%	4360047
Glenn David Meyer	Chief compliance officer	1 Dec 2004	75% - 100%	4360047

Based in Fort Washington

The principal office where Gdm Advisory Group Ltd performs its advisory services is located at 501 Office Center Drive, Fort Washington, PA 19034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-886-5800 or by fax 215-886-6575. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at gdmplan.com.