GMR Associates, Inc
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 132347
- Website
- www.gmr-usa.com
- Custodians
- BENEFIT PLAN ADMINISTRATIVE SYSTEMS, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
GMR Associates, Inc. is an institutional registered investment adviser that serves institutional clients and operates as a corporation owned by an individual. The firm combines advisory work with insurance brokerage activity and lists pension consulting among its advisory services. It charges fees as a percentage of assets under management and identifies itself as a non-active ESG investor and a single-state adviser. The firm is not a capital allocator and reports that its advisory relationships are non-discretionary.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Stacey Gutheil
COOCRD 7243504
Contacts
1 of 1
Christopher Van Aken
Compliance ManagerCRD 5015025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 2300 Buffalo Rd
- Time zone
- ET (UTC-5)
- Office locations
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