G
$112.6M Total AUM
$112.6M Disc. AUM
-- 3Y CAGR
2 Employees
307 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
85 Stiles Road Suite # 101 Salem NH
About Gassman Financial LLC
Gassman Financial LLC is a Salem-based RIA. The firm has been operating for 4 years. Managing $112.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$112.6M AVG AUM / ADVISOR
$366.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
J
JEREMY JASON GASSMAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2880421
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,563,268 | $275,890 |
| Non-Discretionary | $0 | -- |
| Total | $112,563,268 | $275,890 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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