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| Keyboard |
| GCI Financial Group Inc
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|---|---|
| CRD # | 124193 |
| SEC # | 801-131018 |
| CIK # | 0000075679 |
| AUM | 145.1 M (2026-06-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 973-543-2133 |
| Address | 5 Cold Hill Road South Mendham, NJ 07945 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 38.9 |
| (b) Individuals (high net worth individuals) | 48 | 88.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 145.1 |
| By Discretionary | ||
| Discretionary | 416 | 137.8 |
| Non-Discretionary | 47 | 7.3 |
| Total | 463 | 145.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 142.9 | |
| Total | 463 | 145.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000075679] | |
| 10-Q | [0000075679] | |
| 8-K | [0000075679] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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