Gary
Getman
1919 Investment Counsel, LLC
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About this Advisor
Gary Getman is a certified financial planner operating out of San Francisco, California with a total of 5 years of relevant experience. Getman works at 1919 Investment Counsel, LLC. Their career trajectory has included roles at Rand & Associates, LLC and 1919. Getman holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Arizona, California, Colorado, Florida, Louisiana, Nevada, Oregon, Texas, Utah and Washington. 1919 Investment Counsel, LLC is an advisory company based out of Baltimore, MD. The investment advisory business has offices in nine locations and a total of 121 financial advisors. It controls $17 billion in assets between its 7,294 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 151 charities and foundations. Of its 7,294 customer accounts, 54% are held by high-net-worth investors who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees depend on which services the firm provides the client. Fee types billed by 1919 Investment Counsel, LLC may include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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1919 Investment Counsel, LLC Brokerage Details
$17,378,996,240
121
7,294
$2,382,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gary Getman Work History
Gary has been registered as a financial advisor for 5 years.*
1919
Rand & Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Getman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 1919 Investment Counsel, LLC
Birmingham, AL
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Charlotte, NC
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
