| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 03/12/2004 |
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| ADV Location | OWINGS MILLS, MD, United States |
| Contact Info | 443 xxxxxxx |
| Websites |
| AUM* | 928,010,356 3% |
| of that, discretionary | 926,199,273 4% |
| Number of Employees | 9 -53% |
| of those in investment advisory functions | 9 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 629,160 15% |
| % High Net Worth | 29.96% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GOLD GERSTEIN GROUP | Filing Date01/16/2025 | Form ADV-E View Report |
| Accounting Firm Name GOLD GERSTEIN GROUP | Filing Date01/02/2024 | Form ADV-E View Report |