GDM ADVISORY GROUP LTD
CRD #106153 SEC #801-44977 FORT WASHINGTON, PA 215-886-5800
SEC Registered
Total AUM
$471.4M
Discretionary
$471.4M
Employees
2
Clients
101
Accounts
830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $471.4M | $471.4M | $0 | 2 | 0 |
| Jul 2018 | $471.4M | $471.4M | $0 | 2 | 0 |
| Feb 2018 | $471.4M | $471.4M | $0 | 2 | 0 |
| Sep 2017 | $436.9M | $436.9M | $0 | 2 | 300 |
| Jun 2017 | $436.9M | $436.9M | $0 | 2 | 300 |
| Feb 2017 | $436.9M | $436.9M | $0 | 2 | 300 |
| Mar 2016 | $413M | $413M | $0 | 2 | 300 |
| Oct 2015 | $411M | $411M | $0 | 2 | 200 |
| Mar 2015 | $411M | $411M | $0 | 2 | 200 |
| Mar 2014 | $410M | $410M | $0 | 2 | 200 |
| Oct 2013 | $338M | $338M | $0 | 2 | 200 |
| Mar 2013 | $338M | $338M | $0 | 2 | 200 |
| Mar 2012 | $308M | $308M | $0 | 1 | 200 |
| Mar 2011 | $323M | $323M | $0 | 5 | -- |
| Mar 2010 | $287M | $287M | $0 | 5 | -- |
| Feb 2009 | $216M | $216M | $0 | 5 | -- |
| Jan 2007 | $210M | $210M | $0 | 5 | -- |
| Dec 2006 | $195M | $195M | $0 | 5 | -- |
| Mar 2006 | $195M | $195M | $0 | 5 | -- |
| Sep 2005 | $140M | $140M | $0 | 5 | -- |
| Apr 2002 | $95M | $0 | $95M | 5 | -- |
| Mar 2002 | $95M | $0 | $95M | 5 | -- |
DateSep 2018
Total AUM$471.4M
Discretionary$471.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$471.4M
Discretionary$471.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$471.4M
Discretionary$471.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$436.9M
Discretionary$436.9M
Non-Disc.$0
Employees2
Clients300
DateJun 2017
Total AUM$436.9M
Discretionary$436.9M
Non-Disc.$0
Employees2
Clients300
DateFeb 2017
Total AUM$436.9M
Discretionary$436.9M
Non-Disc.$0
Employees2
Clients300
DateMar 2016
Total AUM$413M
Discretionary$413M
Non-Disc.$0
Employees2
Clients300
DateOct 2015
Total AUM$411M
Discretionary$411M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$411M
Discretionary$411M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees2
Clients200
DateOct 2013
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees2
Clients200
DateMar 2012
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees5
Clients--
DateMar 2002
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees5
Clients--