G
$23.5M Total AUM
$23.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2010
- Office Locations
- 1
Office Locations
-- Coral Gables FL
About Gehret Investments
Gehret Investments is a Coral Gables-based RIA. The firm has been operating for 16 years. Managing $23.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$23.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Owner & Executives
A
ANDREW JAMES MCDERMOTT
Managing Partner, President
- CRD
- #5758077
- 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 | $23,523,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,523,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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