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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway eagle
- Established Date
- 10-02-2003
- Office Locations
- 2
Office Locations
About GCI Financial Group
GCI Financial Group, Inc. is a New Jersey-based RIA providing wealth management and financial planning, including portfolio construction, retirement planning, tax and estate planning, and insurance guidance. The firm builds diversified allocations using ETFs, mutual funds, and fixed income, with experience serving business owners. Custody includes Charles Schwab, supporting both retail and institutional relationships.
Team overview
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Asset Classes
Client Personas
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Investment Themes
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Owner & Executives
MICHAEL FRANCIS GRECO
Chief Compliance Officer, President, Principal
- CRD
- #2777345
- Ownership
- 50% but less than 75%
MATTHEW WADE SHERBINE
Director, Secretary
- CRD
- #2650517
- Ownership
- 50% but less than 75%
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DAVID LEO SPIEGEL
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- CRD
- #2305256
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,796,046 | $331,240 |
| Non-Discretionary | $7,304,634 | $155,418 |
| Total | $145,100,680 | $313,392 |
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Separately Managed Accounts
Total SMA Asset: $145,100,680
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $955,430,598 | 12.8% |
| Equity - Exchange | $910,644,789 | 12.2% |
| Corporate - Investment Grade | $343,357,871 | 4.6% |
| Cash | $1,216,681,152 | 16.3% |
| Other | $1,045,002,217 | 14.0% |
| Corporate - Non-Investment Grade | $1,731,717,959 | 23.2% |
| Municipal Bonds | $671,787,139 | 9.0% |
| U.S. Government/Agency | $589,679,823 | 7.9% |
| Total | $7,464,301,548 | 100.0% |