Gerstemeier Financial Group,llc
● SEC registered since 2022CRD 127052SEC# 801-124711
Reg. AUM
$143M
Employees
2
Accounts
229
Location
—
Gerstemeier Financial Group,llc assets under management
Gerstemeier Financial Group,llc is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $143 million in regulatory assets under management and employs 2 people.
Gerstemeier Financial Group,llc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura J Gerstemeier Control | Treasurer | Under 5% | 2009 |
| Robert C. Gerstemeier Control | President/Managing Member/Cco | Over 75% | 2003 |
Frequently asked questions
How much does Gerstemeier Financial Group,llc manage?
Gerstemeier Financial Group,llc reports $143 million in regulatory assets under management on its Form ADV.
How many employees does Gerstemeier Financial Group,llc have?
Gerstemeier Financial Group,llc reports 2 employees.
Does Gerstemeier Financial Group,llc disclose fund performance?
Gerstemeier Financial Group,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 630-420-6601 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$143Mregulatory AUM
Discretionary $143M