GEM FINANCIAL ADVISORS, INC.
CRD #123031 SEC #801-70834 LAKE FOREST, IL 847-680-3082
SEC Registered
Total AUM
$182.7M
Discretionary
$70.8M
Employees
3
Clients
101
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $182.7M | $70.8M | $111.9M | 2 | 0 |
| Jun 2020 | $182.7M | $70.8M | $111.9M | 3 | 0 |
| Mar 2020 | $182.7M | $70.8M | $111.9M | 3 | 0 |
| Sep 2019 | $161.9M | $68.3M | $93.7M | 4 | 20 |
| Jan 2019 | $161.9M | $68.3M | $93.7M | 5 | 20 |
| Mar 2018 | $170.6M | $101.9M | $68.8M | 5 | 5 |
| Dec 2017 | $170.2M | $79M | $91.2M | 5 | 5 |
| May 2017 | $140.3M | $64.6M | $75.7M | 6 | 200 |
| Feb 2017 | $140.3M | $64.6M | $75.7M | 8 | 200 |
| Apr 2016 | $138.9M | $60.5M | $78.4M | 7 | 200 |
| Jan 2016 | $138.9M | $60.5M | $78.4M | 7 | 200 |
| Dec 2015 | $142.4M | $58.5M | $83.9M | 6 | 100 |
| Mar 2015 | $142.4M | $58.5M | $83.9M | 6 | 100 |
| Feb 2015 | $142.4M | $58.5M | $83.9M | 6 | 100 |
| Nov 2014 | $134.5M | $32.4M | $102M | 6 | 100 |
| Feb 2014 | $134.5M | $32.4M | $102M | 7 | 100 |
| Aug 2013 | $121.6M | $12.4M | $109.2M | 4 | 100 |
| May 2013 | $121.6M | $12.4M | $109.2M | 4 | 100 |
| Mar 2013 | $121.6M | $12.4M | $109.2M | 5 | 100 |
| Jan 2013 | $103.4M | $0 | $103.4M | 5 | 26 |
| May 2012 | $103.4M | $0 | $103.4M | 1 | 26 |
| Apr 2012 | $103.4M | $0 | $103.4M | 1 | 26 |
| Jan 2012 | $103.4M | $0 | $103.4M | 1 | 26 |
| May 2011 | $101.5M | $0 | $101.5M | 5 | -- |
| Jun 2010 | $76.3M | $0 | $76.3M | 5 | -- |
| Jun 2010 | $53M | $0 | $53M | 5 | -- |
| Mar 2010 | $53M | $0 | $53M | 5 | -- |
DateAug 2020
Total AUM$182.7M
Discretionary$70.8M
Non-Disc.$111.9M
Employees2
Clients0
DateJun 2020
Total AUM$182.7M
Discretionary$70.8M
Non-Disc.$111.9M
Employees3
Clients0
DateMar 2020
Total AUM$182.7M
Discretionary$70.8M
Non-Disc.$111.9M
Employees3
Clients0
DateSep 2019
Total AUM$161.9M
Discretionary$68.3M
Non-Disc.$93.7M
Employees4
Clients20
DateJan 2019
Total AUM$161.9M
Discretionary$68.3M
Non-Disc.$93.7M
Employees5
Clients20
DateMar 2018
Total AUM$170.6M
Discretionary$101.9M
Non-Disc.$68.8M
Employees5
Clients5
DateDec 2017
Total AUM$170.2M
Discretionary$79M
Non-Disc.$91.2M
Employees5
Clients5
DateMay 2017
Total AUM$140.3M
Discretionary$64.6M
Non-Disc.$75.7M
Employees6
Clients200
DateFeb 2017
Total AUM$140.3M
Discretionary$64.6M
Non-Disc.$75.7M
Employees8
Clients200
DateApr 2016
Total AUM$138.9M
Discretionary$60.5M
Non-Disc.$78.4M
Employees7
Clients200
DateJan 2016
Total AUM$138.9M
Discretionary$60.5M
Non-Disc.$78.4M
Employees7
Clients200
DateDec 2015
Total AUM$142.4M
Discretionary$58.5M
Non-Disc.$83.9M
Employees6
Clients100
DateMar 2015
Total AUM$142.4M
Discretionary$58.5M
Non-Disc.$83.9M
Employees6
Clients100
DateFeb 2015
Total AUM$142.4M
Discretionary$58.5M
Non-Disc.$83.9M
Employees6
Clients100
DateNov 2014
Total AUM$134.5M
Discretionary$32.4M
Non-Disc.$102M
Employees6
Clients100
DateFeb 2014
Total AUM$134.5M
Discretionary$32.4M
Non-Disc.$102M
Employees7
Clients100
DateAug 2013
Total AUM$121.6M
Discretionary$12.4M
Non-Disc.$109.2M
Employees4
Clients100
DateMay 2013
Total AUM$121.6M
Discretionary$12.4M
Non-Disc.$109.2M
Employees4
Clients100
DateMar 2013
Total AUM$121.6M
Discretionary$12.4M
Non-Disc.$109.2M
Employees5
Clients100
DateJan 2013
Total AUM$103.4M
Discretionary$0
Non-Disc.$103.4M
Employees5
Clients26
DateMay 2012
Total AUM$103.4M
Discretionary$0
Non-Disc.$103.4M
Employees1
Clients26
DateApr 2012
Total AUM$103.4M
Discretionary$0
Non-Disc.$103.4M
Employees1
Clients26
DateJan 2012
Total AUM$103.4M
Discretionary$0
Non-Disc.$103.4M
Employees1
Clients26
DateMay 2011
Total AUM$101.5M
Discretionary$0
Non-Disc.$101.5M
Employees5
Clients--
DateJun 2010
Total AUM$76.3M
Discretionary$0
Non-Disc.$76.3M
Employees5
Clients--
DateJun 2010
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees5
Clients--
DateMar 2010
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees5
Clients--