$1.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
1025 OLD Country AVE Suite 205 Westbury NY
About Gold Star Asset Management, LLC
Gold Star Asset Management, LLC is a Westbury-based RIA. The firm has been operating for 10 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$127.3K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JONATHAN GHERMEZIAN
President
- CRD
- #3217297
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,400,000 | -- |
| Total | $1,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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