Gkm Advisers, LLC (Los Angeles)

Name: Gkm Advisers, LLC
Address: 11150 Santa Monica Blvd.,, Los Angeles, CA, 90025
Telephone: 310-268-2600

Gkm Advisers, LLC is a large advisory firm based in Los Angeles. It manages $353.68 million of regulatory assets for 746 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Connecticut, Illinois, and 5 other states.

Gkm Advisers provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gkm Advisers: assets under management

The assets under management (AUM) of Gkm Advisers, LLC is $353.68 million. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $319.33 million in discretionary accounts and $34.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.64 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gkm Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gkm Advisers, LLC

Timothy John Wahl has been acting as President since 1 Jul 2003. David Larry Kahn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jed Marshall Cohen	Member	1 Jul 2003	75% - 100%	49964
Timothy John Wahl	President	1 Jul 2003	Other	2326669
Roberta Sue Cohen	Secretary/treasurer	1 Jul 2003	Other	345578
David Larry Kahn	Chief compliance officer	1 Nov 2004	Other	1242008

Based in Los Angeles

The principal office where Gkm Advisers, LLC performs its advisory services is located at 11150 Santa Monica Blvd.,, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Allentown, PA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-268-2600 or by fax 310-268-0567. The normal business hours are 6:30 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.gkmadvisers.com.