GEM Asset Management, LLC
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 124332
- Registered since
- January 18, 2007
- Website
- gemasset.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.17%
- Individuals24.36%
- Charitable Organizations12.14%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
GEM Asset Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2007. The firm provides financial planning and portfolio management for individuals, families, small businesses and institutional clients, and also performs manager selection for client portfolios. Its fee arrangements include both asset-based fees and fixed fees. GEM is identified as a capital allocator and reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other2%
Contacts
3 of 4
Steve Alexandrowski
Founder & PartnerCRD 4612834
Steven Story
PartnerCRD 4782102
Lisa Carey
Director of Financial PlanningCRD 2409859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$198M in ETFs
40%
$78.4M
60%
$120M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $23.5M | 282,539 | 11.86% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 261 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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