GEM FINANCIAL ADVISORS, INC.

GEM FINANCIAL ADVISORS, INC. of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 123031). Regulatory assets under management: $182.7M.

Registration

• CRD: 123031
• SEC file number: 801-70834
• Type: Registered investment adviser
• Location: 810 S. WAUKEGAN ROAD, SUITE 200, LAKE FOREST, IL, 60045
• Phone: 847-680-3082
• Latest filing: 2020-08-18
• Regulatory AUM: $182.7M
• Discretionary AUM: $70.8M
• Non-discretionary AUM: $111.9M
• Clients: 2
• Accounts: 491

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 123031 on SEC IAPD (source of record)
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