RIA Intel›Advisers›New Jersey›GAER FINANCIAL GROUP, INC

GAER FINANCIAL GROUP, INC

Advisory

HACKENSACK, NJ

Data as of Aug 21, 2019 · Source: SEC Form ADV

Average account

$120K

across 25 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2019.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

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