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- Custodian
- Bank OF America · Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2022
- Office Locations
- 2
Office Locations
About Gasima Financial LLC
Gasima Financial is a tech-forward wealth management and planning firm supporting clients through life transitions, entrepreneurs, and those managing digital wealth. The team pairs personalized advice with integrated tax strategy (Base Tax), alongside financial planning and portfolio construction. Portfolios are primarily ETF-based, with capabilities that include digital assets and alternative investments. Custodied with Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY FERDINAND PACIONE
Chief Compliance Officer, Managing Director, Managing Partner
- CRD
- #3162442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW YU
--
- CRD
- #2430447
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,481,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,481,482 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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