Geremia Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edison, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $132M in regulatory assets under management, 2 employees, and 132 accounts.
Assets Under Management
$132M
Employees
2
Offices
--
Total Clients
132
Primary office
EDISON, NJ
1090 KING GEORGES POST ROAD, SUITE 801, EDISON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
99
2
HNWI
23.5%
31
3
Charitable
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 31, 2026
Discretionary100.0%
$132M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts132
10Y AUM Change+$29M (+27.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee66:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.