G
CRD: 153780
Gompert Financial
Mitchell, NE
3086311627
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2010
- Office Locations
- 1
Office Locations
-- Mitchell NE
About Gompert Financial
Gompert Financial is a Mitchell-based RIA. The firm has been operating for 15 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$490.2K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
Vector eagle Glacier vertex
Owner & Executives
M
MYRON REX GOMPERT
Principal
- CRD
- #2590561
- Ownership
- 75% or more
(940) 702-1307
radial.eagle@peakcapital.com
in linkedin.com/in/unison-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,353,233 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,353,233 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,353,233
Equity - Exchange:
53.6% Cash:
14.1% Corporate - Investment Grade:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,911,702,081 | 53.6% |
| Cash | $1,029,011,182 | 14.1% |
| Corporate - Investment Grade | $2,357,238,381 | 32.3% |
| Total | $7,297,951,644 | 100.0% |