Georgina Asset Management Llc

EST. AUM
$357,837,908

CONTACTS
3

CLIENT ACCOUNTS
18

Firm Details

Metro area Los Angeles
CRD Number 107949
Website georginaassetmanagement.com
Client types

Overview

Georgina Asset Management, LLC (GAM) is an independent investment research and asset management consulting firm that offers impartial investment advice and supervisory services to institutions and high-net-worth families. With over 25 years of experience, Georgina's consultants have collaborated closely with wealthy individuals, family offices, partnerships, trusts, foundations, and both public and private companies. The firm's mission is to educate clients, enabling them to make informed investment decisions that are financially sound and emotionally manageable, particularly during challenging market conditions. GAM emphasizes the importance of understanding risk tolerance and aims to adjust clients' investment plans to ensure they remain comfortable with their choices while maximizing long-term returns. By leveraging the extensive resources and expertise of the global investment management community, GAM helps clients stay focused and optimize their asset performance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Georgina Asset Management Llc

Platform Details

Investment Preferences

Alternative Activity

Address

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