Volumetric Advisers Inc (Pearl River)

Name: Volumetric Advisers Inc
Address: 87 Violet Drive, Pearl River, NY, 10965
Telephone: 845-623-7637

Volumetric Advisers Inc is an investment adviser to an investment company based in Pearl River. It manages $30.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Volumetric Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Volumetric Advisers: assets under management

The assets under management (AUM) of Volumetric Advisers Inc is $30.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.9 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Volumetric Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gabriel Joseph Gibs serves?

The only and largest group of clients of Gabriel Joseph Gibs is investment companies with 1 clients and $30.9 million of assets under management. Among the 1 most similar advisory firms, Volumetric Advisers has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $30.9 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Volumetric Advisers doesn't advise any private funds.

Careers at Volumetric Advisers Inc

The company employs 3 people that are either part- or full-time employees. 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 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.

Gabriel Joseph Gibs has been acting as President since 1 Sep 1978. Jeffrey Michael Gibs joined the executive team most recently as the Vice President, Chief Compliance Officer, Direct Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gabriel Joseph Gibs	President	1 Sep 1978	75% - 100%	4365299
Irene Zawitkowski	Senior vice president	1 Sep 1978	Other	4365303
Gabriel Joseph Gibs	President, direct owner	1 Dec 1983	50% - 75%	4365299
Agnes Susan Gibs	Treasurer, direct owner	1 Dec 1983	Other	4497519
Irene Joan Zawitkowski	Executive vice president, direct owner	1 Mar 1985	Other	4365303
Irene Zawitkowski	Vice president direct owner	1 Mar 1985	Other	4365303
Jeffrey Michael Gibs	Direct owner	1 Jan 1997	Other	1857031
Jeffrey Michael Gibs	Vice president	1 Jan 1999	Other	1857031
Jeffrey Michael Gibs	Vice president, chief compliance officer, direct owner	1 Dec 2004	Other	1857031

Based in Pearl River

The principal office where Volumetric Advisers Inc performs its advisory services is located at 87 Violet Drive, Pearl River, NY 10965, 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 845-623-7637 or by fax 845-623-7732. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at volumetric.com.