GEI FINANCIAL SERVICES INC
Legal name: GEI FINANCIAL SERVICES, INC.
CRD #107051 SEC #801-33188 CHICAGO, IL 312-670-4434
SEC Registered
Total AUM
$33.3M
Discretionary
$33.3M
Employees
5
Clients
0
Accounts
182
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDSTEIN, LAURIE, GATHERUM | I | VICE-PRESIDENT | D | Control |
| GOLDSTEIN, LAURIE, GATHERUM | I | VICE-PRESIDENT | D | Control |
| GOLDSTEIN, LAURIE, GATHERUM | I | VICE-PRESIDENT | D | Control |
| GOLDSTEIN, LAURIE, GATHERUM | I | VICE-PRESIDENT | D | Control |
| GOLDSTEIN, NORMAN | I | PRESIDENT | C | Control |
| GOLDSTEIN, NORMAN | I | PRESIDENT | C | Control |
| GOLDSTEIN, NORMAN | I | PRESIDENT | C | Control |
| GOLDSTEIN, NORMAN | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Jun 24, 2005 REGISTERED
Notice Filings (1)
IL
Address
ONE IBM PLAZA, 330 N. WABASHSUITE 2600
CHICAGO, IL 60611
USA
Phone: 312-670-4434