Gml Financial Advisory Services, LLC (Rochester)

Name: Gml Financial Advisory Services, LLC
Address: 59 South Main Street, Rochester, NH, 03867
Telephone: 603-335-0206

Gml Financial Advisory Services, LLC is an adviser based in Rochester. It manages $29.08 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2008.

Gml Financial Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gml Financial Advisory Services: assets under management

The assets under management (AUM) of Gml Financial Advisory Services, LLC is $29.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gml Financial Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gml Financial Advisory Services, LLC

Gml Financial Advisory Services, LLC is owned by Glenn Maynard Lepene. Ronda P Lepene joined the executive team most recently as the Successor Under Power Of Attorney.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Maynard Lepene	Owner/member/chief compliance officer	1 Aug 1995	75% - 100%	2628205
Ronda P Lepene	Successor under power of attorney	1 Mar 2001	Other	5109522

Based in Rochester

The principal office where Gml Financial Advisory Services, LLC performs its advisory services is located at 59 South Main Street, Rochester, NH 03867 The mailing address of the firm is Po Box 1498, Rochester, NH 03866 1498. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-335-0206 or by fax 603-335-0946. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.gmlfinancial.com.