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Gm Financial Advisors, Inc. (Allentown)


Gm Financial Advisors, Inc. is a large advisory firm based in Allentown. It manages $37.41 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

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Gm Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gm Financial Advisors: assets under management

The assets under management (AUM) of Gm Financial Advisors, Inc. is $37.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gm Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Gary Donald Menzies President 1 Sep 1985 75% - 100% 1173401

Based in Allentown

The principal office where Gm Financial Advisors, Inc. performs its advisory services is located at 4972 Medical Center Circle, Allentown, PA 18106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-398-7333 or by fax 610-398-7408. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.gmfinancialgroup.com.


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