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Gehrig Capital Management Inc
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CRD # | 123250 |
SEC # | 801-120868 |
CIK # | |
AUM | $135.0 MM (2023-02-07) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 219-663-8005 |
Address | 8001 Broadway Merrillville, IN 46410-5546 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 457 | 94.0 |
(b) Individuals (high net worth individuals) | 21 | 41.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 791 | 135.0 |
By Discretionary | ||
Discretionary | 791 | 135.0 |
Non-Discretionary | 0 | 0.0 |
Total | 791 | 135.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 135.0 | |
Total | 791 | 135.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Davis Davis and Conover Wealth Management LLC
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|
TN | 0.1 |
Curat Global LLC
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|
NH | 0.1 |
Gimbal Financial LLC
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|
IN | 0.1 |
Phillip James Consulting Co
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|
MN | 0.1 |
Trotta John NMN
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|
NY | 0.1 |
KRM Wealth Management LLC
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|
NV | 0.1 |
Financial Concepts Unlimited Inc
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|
MD | 0.1 |
Frank Financial Services
✚
|
CA | 0.1 |
Demand Wealth LLC
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|
VA | 0.1 |
Alcosta Capital Management Inc
✚
|
CA | 0.1 |