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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-06-2004
- Office Locations
- 1
Office Locations
About Gaur Asset Management, Inc.
Gaur Asset Management, Inc. is a Somerset, NJ-based RIA led by portfolio manager/president Umesh Gaur. The firm provides investment management via conservative and growth diversified portfolios for individuals, retirement plans and corporations, building personalized, risk-adjusted, long-term global allocations and actively managing the full portfolio as markets change. The practice cites 30 years of advisory experience and growth largely through client referrals; custody includes TD Ameritrade.
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Owner & Executives
UMESH GAUR MR.
Portfolio Manager, President
- CRD
- #4727665
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,301,280 | -- |
| Total | $45,301,280 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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