GM Advisory Group, LLC
Overview
GM Advisory Group, LLC is a financial advisory firm based in Melville, New York, specializing in investment and wealth management services. The firm offers a range of services, including financial planning, investment management, tax planning, retirement planning, and estate planning. It caters to individuals and families, providing comprehensive solutions to integrate life plans with financial strategies. In September 2023, GM Advisory Group was acquired by Wealthspire Advisors, an independent registered investment adviser. This acquisition expanded Wealthspire's family office services and strengthened its East Coast presence. The transaction was completed in the fourth quarter of 2023, with terms not publicly disclosed. Prior to the acquisition, GM Advisory Group managed approximately $3 billion in assets and advised on an additional $3.3 billion. The firm had a presence in multiple locations, including Melville, New York, New York City, and Boca Raton, Florida. The acquisition aimed to enhance Wealthspire's capabilities in serving high-net-worth clients and broaden its service offerings in the wealth management sector.
Investment Focus
- Minimum initial investment: $1,000,000
- Investment horizon: 5-10 years
- Preferred industries: Technology, Healthcare, Real Estate, Financial Services, Consumer Goods, Energy, Telecommunications, Media, Retail, Manufacturing, Transportation, Utilities, Education, Agriculture, Construction
- Geographical focus: United States
- Investment stages: Early Stage, Growth, Late Stage, Pre-IPO, Buyout
Portfolio Companies
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Unlock full contacts →Frequently asked questions about GM Advisory Group, LLC
What sectors does GM Advisory Group, LLC invest in?
GM Advisory Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. GM Advisory Group, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does GM Advisory Group, LLC invest at?
GM Advisory Group, LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does GM Advisory Group, LLC invest in?
GM Advisory Group, LLC invests across United States.
What companies has GM Advisory Group, LLC invested in?
GM Advisory Group, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Stripe, Uber and Spotify.
Last updated · Source: ConnectSafely investor database
