RIA Intel›Advisers›New York›GM ADVISORY GROUP, LLC

GM ADVISORY GROUP, LLC

Advisory

Y·MELVILLE, NY

Data as of Mar 29, 2026 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+20.9%

3-Year CAGR

+5.4%

Employees

21

Assets Under Management

Total AUM$4.4B

Discretionary AUM$3.7B

Non-Discretionary AUM$709M

Discretionary %83.8%

Total Clients743

Team

Total Employees21

Investment Advisers46

Employee Growth (1Y)+55.6%

Filing History

Total Filings on Record39

First FilingJul 8, 2008

Latest FilingMar 29, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GM ADVISORY GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.