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| Geremia Financial Services LLC
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|---|---|
| CRD # | 156504 |
| SEC # | 801-132072 |
| CIK # | 0002104898 |
| AUM | 132.2 M (2026-03-31) |
| Employees | 2 (0% Investors, 0% Brokers) |
| Phone | 732-738-5678 |
| Address | 1090 King Georges Post Road Edison, NJ 08837-3705 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 15.6 | ||
| Generac Holdings Inc | 14.2 | ||
| Ford Motor Co | 12.3 | ||
| Nvidia Corp | 11.7 | ||
| Morgan Stanley | 8.4 | ||
| Apple Inc | 6.5 | ||
| Microsoft Corp | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 28.4 |
| (b) Individuals (high net worth individuals) | 31 | 103.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 132 | 132.2 |
| By Discretionary | ||
| Discretionary | 132 | 132.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 132.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.2 | |
| Total | 132 | 132.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104898] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 132 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Safran Wealth Advisors LLC
✚
|
NY | 132.9 M |
|
Truadvisors Financial LLC
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|
FL | 132.7 M |
|
Resource 1 Inc
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VA | 132.7 M |
|
Wells Financial Management LLC
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NC | 132.7 M |
|
Middle Street Capital LLC
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NH | 132.1 M |
|
Brighton Wealth Management Inc
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|
UT | 131.9 M |
|
Tublin - Difusco Advisors Inc
✚
|
131.9 M | |
|
Laminar Wealth LLC
✚
|
MO | 131.8 M |
|
Nest Investments LLC
✚
|
PA | 131.7 M |
|
Benchmark Financial LLC
✚
|
DE | 131.6 M |