$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2013
- Office Locations
- 1
Office Locations
128 Summit AVE Hackensack NJ
About Gaer Financial Group, INC
GAER Financial Group, Inc is a NJ-based retail RIA serving entrepreneurs and other individuals with portfolio management alongside estate and charitable planning, plus insurance and life insurance guidance. The firm’s managed accounts are primarily ETF-focused, and it works with large custodians (e.g., Goldman Sachs) — a lean, single-advisor practice for streamlined distribution access.
Team overview
55 AVG AGE
$3.0M AVG AUM / ADVISOR
$60.0K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Services
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Technology
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Owner & Executives
M
MICHAEL IRA GAER
President
- CRD
- #2068013
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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