CRD: 116191
Gerard Asset Management, L.l.c.
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-1995
- Office Locations
- 1
Office Locations
About Gerard Asset Management, L.l.c.
Gerard Asset Management, L.L.C. (Waterford, VT) is a registered investment adviser serving retail and institutional clients with discretionary portfolio management and estate planning. Strategies emphasize asset allocation with a fixed-income tilt—SMA holdings skew to U.S. government/agency bonds alongside equity ETFs and cash—and include infrastructure and real estate themes. Reports custody relationships with Charles Schwab and Merrill Lynch; its listed web domain currently resolves to a domain-for-sale page.
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Owner & Executives
GERARD JONES
Financial Advisor, Manager
- CRD
- #4488124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,922,775 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,922,775 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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