$74.6M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
11 Employees
230 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2017
- Office Locations
- 3
Office Locations
1055 Parsippany Blvd, Suite 305b Parsippany NJ
1055 Parsippany Boulevard, Suite305 B Parsippany NJ
999 Vanderbilt Beach Road Suite 200 Naples FL
About Ronald Gelok & Associates, LLC
Ronald Gelok & Associates, LLC is a Naples-based RIA with 3 offices. The firm has been operating for 8 years. Managing $74.6M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
62 AVG AGE
$12.4M AVG AUM / ADVISOR
$324.1K AVG AUM / CLIENT
4.8 yrs AVG TENURE
11 Employees
6 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
RONALD ALBERT GELOK JR
Chief Compliance Officer, President
- CRD
- #1403352
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BRIAN THOMAS GINTY
CFP®
- CRD
- #1024260
Available
Available
Available
D
DANIEL ORDWAY SHERMAN
--
- CRD
- #5581620
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,554,150 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,554,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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