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- Custodian
- Altruist · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2016
- Office Locations
- 2
Office Locations
About GFM Asset Management LLC
GFM Asset Management is a fee-only wealth manager and investment adviser registered in the U.S. and Hong Kong, focused on working professionals with cross-border savings and retirement needs. The firm provides managed accounts and financial planning (including basic trust, tax, and estate planning) and supports IRA/401(k), 529, HSA, and Hong Kong ORSO plans. Portfolios span global stock, bond, and fund markets, with an emphasis on U.S. tax-friendly cross-border planning.
Team overview
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Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TARIQ ANWAR DENNISON
Chief Compliance Officer, Managing Member
- CRD
- #4788542
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GEOFFREY ALLEN GALBRAITH
Managing Member
- CRD
- #2224294
JEREMY SCOTT WOLF
Partner
- CRD
- #4658961
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,500,000 | $436,508 |
| Non-Discretionary | $0 | -- |
| Total | $27,500,000 | $436,508 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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