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CRD#: 30883

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for GMA PARTNERS, INC. Comes From

Understanding the Statistics for GMA PARTNERS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Established
Georgia since 09/17/1992
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MORRIS, MICHAEL ABRAHAMPRESIDENT & CEO1465170
RODRIGUEZ, VICTORMANAGING DIRECTOR AND SHAREHOLDER1766550
JONES, LAUREN BARTLETTFINANCIAL OPERATIONS PRINCIPAL
MORRIS, BELINDA MARY JANETREASURER AND CHIEF FINANCIAL OFFICER1570894

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Advisor's working at GMA PARTNERS, INC.

Andrew B Crock
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Andrew B Crock

Andrew B Crock Mr.
IAR
RR
CRD#: 5351982
Location:
North Olmsted, OH

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
19 years
Steven Richard Adelson
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Steven Richard Adelson

IAR
RR
CRD#: 5209174
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Fort Myers, FL 33966

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
19 years
Noah Philip Alweiss
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Noah Philip Alweiss

PR
CRD#: 5902252
Location:
Purchase, NY 10577-2530

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
15 years
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