$34.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
41 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-1985
- Office Locations
- 1
Office Locations
-- Huntingdon Valley PA
About GBL Asset Management, Inc.
Groupe Bruxelles Lambert (GBL) is a publicly listed European investment holding company with a 70-year exchange listing history. Backed by a stable family shareholder base, it invests for long-term value creation with multigenerational horizons and an emphasis on impact, supported by annual and sustainability reporting. The portfolio approach also targets maintaining an attractive long-term dividend yield.
Team overview
-- AVG AGE
$34.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
35.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
G
GERALD BRUCE LEVIN PH.D.
Investment Advisor, President
- CRD
- #4571859
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,307,683 | -- |
| Total | $34,307,683 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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