G
CRD: 323256
G. Douglas Wealth Management
Toms River, NJ, 08753
7322881184
$35.5M Total AUM
$35.5M Disc. AUM
-- 3Y CAGR
2 Employees
165 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2023
- Office Locations
- 1
Office Locations
1184 Fisher Blvd., Suite 1-D Toms River NJ
About G. Douglas Wealth Management
G. Douglas Wealth Management is a Toms River-based RIA. The firm has been operating for 2 years. Managing $35.5M in total assets under management, with 2 advisory representatives. They custody assets with SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$215.2K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Bridge unison Momentum
Client Personas
Value frontier
Investment Themes
Optima Delta
Investment Vehicles
Ember beacon
Services
Unison glacier Insight Frontier Meridian alpha Oak atlas Catalyst harbor
Owner & Executives
D
DOUGLAS J BAUERBAND
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner, President
- CRD
- #2850269
- Ownership
- 75% or more
(607) 481-7218
radial.radial@foundationcapital.com
in linkedin.com/in/focus-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
T
TAYLOR Elizabeth BAUERBAND
Senior Operations Manager
- CRD
- #7069406
(572) 548-9268
peak.ember@timbercapital.com
in linkedin.com/in/catalyst-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,500,000
Public Funds:
19.7% Corporate - Investment Grade:
15.1% Corporate - Non-Investment Grade:
21.0% Equity - Exchange:
10.4% Municipal Bonds:
8.5% Other:
16.1% U.S. Government/Agency:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,085,891,228 | 19.7% |
| Corporate - Investment Grade | $832,332,870 | 15.1% |
| Corporate - Non-Investment Grade | $1,157,549,025 | 21.0% |
| Equity - Exchange | $573,262,374 | 10.4% |
| Municipal Bonds | $468,531,748 | 8.5% |
| Other | $887,454,252 | 16.1% |
| U.S. Government/Agency | $507,116,717 | 9.2% |
| Total | $5,512,138,214 | 100.0% |