Gms Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Hanover, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $20M in regulatory assets under management, 15 employees, 1 office, and 1 account.
Assets Under Management
$20M
Employees
15
Offices
1 office
Total Clients
<5
Primary office
EAST HANOVER, NJ
120 EAGLE ROCK AVE, SUITE 300, EAST HANOVER, NJ, United States
Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20Mas of March 31, 2026
Discretionary100.0%
$20M
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.
Latest AUM$20M
Total Accounts1
10Y AUM Change$-107M (-84.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee0:1
10Y Employee Change+10 (+200.0%)
* 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.