GERRY DRANSFELDT RIA, INC

GERRY DRANSFELDT RIA, INC is an SEC-registered investment adviser (CRD 130636). Regulatory assets under management: $18.6M.

Registration

• CRD: 130636
• Type: Registered investment adviser
• Phone: 714-348-5973
• Latest filing: 2026-05-27
• Regulatory AUM: $18.6M
• Discretionary AUM: $18.6M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130636 on SEC IAPD (source of record)
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