G
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2014
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About GD Investment Advisers LLC
GD Investment Advisers LLC is a San Francisco–based registered investment adviser serving retail clients with discretionary, ETF-centric portfolios. The firm emphasizes asset allocation and portfolio construction, including index-oriented exposures such as fixed income and emerging markets, and custodies assets through Interactive Brokers. Led by managing director Greg DeForest.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
G
GREG DEFOREST
Manager, MANAGING DIRECTOR
- CRD
- #6422979
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,289,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,289,806 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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