Gulfstream Cm, LLC
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Overview
Gulfstream Cm, LLC is a financial advisory firm that has its headquarters in Summit, New Jersey. Gulfstream Cm, LLC handles $453.7 million in assets under management throughout 20 customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Gulfstream Cm, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and equities.
Gulfstream Cm, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing the client's consent. Gulfstream Cm, LLC manages an average of $22.7 million for each customer account. The typical advisor at Gulfstream Cm, LLC administers around four client accounts, placing it among the most individualized financial advisor firms in the country.
Gulfstream Cm, LLC's headquarters is at 450 Springfield Avenue, Suite 204, Summit, New Jersey 7901. The company is legally permitted to serve investors across 4 states, including Florida, Massachusetts, New Jersey and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gulfstream Cm, LLC by the Numbers
$453.7 million
9
20
$22.7 million
Fee Structure
A financial advisor's fees vary depending on which service is provided. However, fees billed by Gulfstream Cm, LLC may include the following fee types: asset-based or performance-based. Gulfstream Cm, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to high net worth investors and pooled investment vehicles. Out of its 20 customers, Gulfstream Cm, LLC's largest client is high net worth investors, but it also serves 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 90%
- Other Individuals - 0%
- Corporations - 10%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gulfstream Cm, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gulfstream Cm, LLC
Summit, NJ
Summit, NJ
Summit, NJ
Del Ray Beach, FL
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