RIA Intel›Advisers›Pennsylvania›GBL ASSET MANAGEMENT, INC.

GBL ASSET MANAGEMENT, INC.

Advisory

PA

Data as of Nov 27, 2024 · Source: SEC Form ADV

Rank in PA
#1,136
of 1,528 advisers by AUM
Average account
$2M
across 15 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Nov 27, 2024.

Total AUM
$34M
Discretionary %
0%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$0
Non-Discretionary AUM$34M
Discretionary %0%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMarch
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

ZUNIC ADVISORY SERVICES LLC
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DOWNTOWN ASSOCIATES, L.L.C.
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$35M

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