Se connecter Inscription gratuite

Gedi, Inc (Portland)


Gedi, Inc is a large advisory firm based in Portland. It manages $182.35 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010.

Logo

Gedi provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gedi: assets under management

The assets under management (AUM) of Gedi, Inc is $182.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 179% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $182.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gedi, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Gedi, Inc performs its advisory services is located at 1477 Nw Everett St, Portland, OR 97209, 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 503-299-6000 or by fax 503-299-6703. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gerdingedlen.com.


Registered investment advisers similar to Gedi, Inc