$102.1M Total AUM
$101.7M Disc. AUM
-- 3Y CAGR
2 Employees
113 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- ZenithZenith
- Established Date
- 06-04-2009
- Office Locations
- 1
Office Locations
4346 W Rose Hill St. Boise ID
About GEM State Investment Advisors
Gem State Investment Advisors is a Boise, Idaho registered investment advisor serving primarily high-net-worth individuals (including entrepreneurs) with portfolio management and broader financial planning. The firm follows a fiduciary, fee-only model with no commissions, emphasizing low-cost index investing through ETFs and mutual funds, complemented selectively with individual stocks and fixed income. Custody includes Charles Schwab and Vanguard.
Team overview
61 AVG AGE
$102.1M AVG AUM / ADVISOR
$903.6K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Value vertex Atlas oak
Client Personas
Ridge Vital
Custodian
Beacon North Pioneer north Matrix prime
Investment Themes
Zenith wave Delta
Investment Vehicles
Momentum fusion
Services
North Vector Beacon Element Momentum signal North focus Peak Fusion foundation
Technology
Unison Ridge value
Owner & Executives
RONALD GAMBASSI
Owner
- CRD
- #5663457
- Ownership
- 75% or more
(710) 410-6777
alpha.timber@harborcapital.com
in linkedin.com/in/wave-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,736,351 | -- |
| Non-Discretionary | $368,000 | -- |
| Total | $102,104,351 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,104,351
Equity - Exchange:
8.2% Corporate - Investment Grade:
21.4% U.S. Government/Agency:
7.9% Equity - OTC:
19.2% Cash:
6.3% Other:
25.0% Corporate - Non-Investment Grade:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $48,149,022 | 8.2% |
| Corporate - Investment Grade | $125,657,203 | 21.4% |
| U.S. Government/Agency | $46,387,472 | 7.9% |
| Equity - OTC | $112,739,173 | 19.2% |
| Cash | $36,992,541 | 6.3% |
| Other | $146,795,798 | 25.0% |
| Corporate - Non-Investment Grade | $70,461,983 | 12.0% |
| Total | $587,183,192 | 100.0% |