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| Happy Holidays!! thanks for using AUM13F!! |
| GCI Financial Group Inc
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|---|---|
| CRD # | 124193 |
| SEC # | 801-131018 |
| CIK # | 0000075679 |
| AUM | $105.1 M (2025-02-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 973-543-2133 |
| Address | 5 Cold Hill Road South Mendham, NJ 07945 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 33.5 |
| (b) Individuals (high net worth individuals) | 32 | 61.8 |
| (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 | 1 | 0.8 |
| (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 | 1 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 105.1 |
| By Discretionary | ||
| Discretionary | 374 | 98.1 |
| Non-Discretionary | 46 | 7.0 |
| Total | 420 | 105.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 103.0 | |
| Total | 420 | 105.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000075679] | |
| 10-Q | [0000075679] | |
| 8-K | [0000075679] |
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