GMR ASSOCIATES, INC

RIASEC Registered
Total AUM
$88.7M
Discretionary
$0
0% of AUM
Avg account
$2.9M
Accounts
31
Employees
8
Advisory reps
2

Firm details

Headquarters
ROCHESTER, New York
CRD number
132347
Custodians
BENEFIT PLAN ADMINISTRATIVE SYSTEMS, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

GMR Associates, Inc. is a small, corporate advisory firm that serves institutional clients and also operates an insurance brokerage. The firm is owner-controlled at the individual level and charges fees as a percentage of assets under management. Its filings indicate advisory activity that includes pension consulting services, though the firm does not identify itself as a pension consultant in the snapshot metadata. GMR does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Cash & Cash Equivalents 7%93%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth