G&G PLANNING CONCEPTS, INC.
G&G PLANNING CONCEPTS, INC. of JERICHO, NY is an SEC-registered investment adviser (CRD 137440). Regulatory assets under management: $50.1M.
Registration
- CRD: 137440
- SEC file number: 801-78242
- Type: Registered investment adviser
- Location: 46 HUNT DRIVE, JERICHO, NY, 11753
- Phone: 631-482-7460
- Latest filing: 2024-06-11
- Regulatory AUM: $50.1M
- Discretionary AUM: $42.8M
- Non-discretionary AUM: $7.3M
- Clients: 1
- Accounts: 76
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| GASSMAN JONATHAN LEE | MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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