# G&G PLANNING CONCEPTS, INC.

G&G PLANNING CONCEPTS, INC. of JERICHO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 137440
- Type: SEC-registered investment adviser
- SEC file number: 801-78242
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137440/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137440/similar
- Related entities: https://search.stillhousedata.com/firm/137440/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137440

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.