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Geremia Financial Services, LLC

Geremia Financial Services, LLC. CRD 156504

Geremia Financial Services, LLC logo

CRD: 156504

Geremia Financial Services, LLC

Edison, NJ, 08837
7327385678
www.geremiafinancial.com
$132.2M Total AUM
$132.2M Disc. AUM
-- 3Y CAGR
2 Employees
264 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
BNY Mellon ยท Pershing
Clients
Retail and Institutional
Platforms
TimberCapital summit +more
Established Date
04-26-2011
Office Locations
1

Office Locations

1090 King Georges Post Road Suite 801 Edison NJ

About Geremia Financial Services, LLC

Geremia Financial Services, LLC is an Edison, NJ RIA providing wealth management and family-office style guidance for individuals and families. The team builds custom investment strategies and comprehensive risk management solutions, using a disciplined proprietary philosophy that leverages advanced technology and AI for data-driven insights. Custody and clearing are through Pershing Advisor Solutions.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$500.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
0 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Fusion Summit pioneer Crest

Custodian

Legacy Wave atlas Vital Atlas Vertex Alpha momentum Ember summit Beacon glacier Element matrix Delta vector Value matrix Catalyst legacy Pathway Vector Peak wave Zenith

Investment Themes

Insight Harbor value

Investment Vehicles

Optima

Platform

Beacon

Services

Pathway Meridian catalyst Eagle insight Zenith Signal Eagle

Technology

Pioneer Capital Radial Meridian harbor

Owner & Executives

F

FRANK VINCENT GEREMIA JR

Chief Compliance Officer, Managing Member

CRD
#2002321
Ownership
75% or more
(279) 746-1949
peak.harbor@timbercapital.com
in linkedin.com/in/catalyst-ember

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Contacts

F

FRANK VINCENT GEREMIA

Financial Advisor

CRD
#221124
(552) 423-2104
insight.value@legacycapital.com
in linkedin.com/in/eagle-eagle
P

Peter A Ostensen

--

CRD
#8209840
(376) 481-2940
value.north@unisoncapital.com
in linkedin.com/in/vital-delta
P

Prime vector

Capital vector meridian

CRD
#74832
(584) 390-9989
ember.matrix@matrixcapital.com
in linkedin.com/in/bridge-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-06-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $132,237,091 $1,001,796
Non-Discretionary $0 --
Total $132,237,091 $1,001,796

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Separately Managed Accounts

Total SMA Asset: $132,237,091

$132.2M Total SMA
Equity - Exchange:
19.6%
Cash:
44.9%
Municipal Bonds:
35.5%
Asset class Assets Assets %
Equity - Exchange $137,485,906 19.6%
Cash $314,954,957 44.9%
Municipal Bonds $249,017,839 35.5%
Total $701,458,702 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
HARBOR FUSION NORTH ATLAS ELDMTY17H MWATY 3.14% $103,607,388
CREST SUMMIT ATLAS CREST KWTNA7VHR MEC 10.84% $36,781,862
UNISON OAK DELTA ELEMENT PUPXCKB0S CHH 3.04% $115,292,539
FOCUS QUANTUM ELEMENT ALPHA MOMENTUM E1WFWZLCN ONY 5.38% $61,472,170
WAVE QUANTUM FOCUS QUANTUM CH0TKMT71 GYBGS 5.41% $55,440,984
CREST MERIDIAN NORTH MATRIX RADIAL SWZC87XLK RBF 1.59% $9,665,769
CREST PIONEER UNISON FRONTIER FOUNDATION W6AC4F232 PYN 1.89% $54,544,097
QUANTUM MATRIX BEACON RADIAL 92V0RC9XG VDL 0.92% $3,648,782

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