G&G PLANNING CONCEPTS, INC.
Legal name: GASSMAN FINANCIAL GROUP
CRD #137440 SEC #801-78242 JERICHO, NY 631-482-7460
SEC Registered
Total AUM
$50.1M
Discretionary
$42.8M
Employees
1
Clients
1
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $50.1M | $42.8M | $7.3M | 1 | 0 |
| Mar 2024 | $50.1M | $42.8M | $7.3M | 1 | 0 |
| Mar 2023 | $53M | $44.9M | $8.1M | 2 | 18 |
| Nov 2022 | $71M | $59.6M | $11.4M | 3 | 18 |
| Mar 2022 | $71M | $59.6M | $11.4M | 3 | 18 |
| Mar 2021 | $63.7M | $38.6M | $25.1M | 3 | 11 |
| Jun 2020 | $49.7M | $24.6M | $25M | 3 | 13 |
| Mar 2020 | $49.7M | $24.6M | $25M | 3 | 13 |
| Mar 2019 | $40M | $19.5M | $20.5M | 3 | 14 |
| Mar 2018 | $41.3M | $18.8M | $22.6M | 3 | 17 |
| Mar 2017 | $45M | $11.3M | $33.8M | 3 | 26 |
| Mar 2016 | $39.2M | $6.6M | $32.6M | 3 | 26 |
| Mar 2015 | $43.8M | $8.3M | $35.5M | 3 | 26 |
| Mar 2014 | $44.8M | $10M | $34.8M | 3 | 26 |
| Oct 2013 | $44.3M | $9.5M | $34.8M | 3 | 26 |
| Jun 2013 | $44.3M | $9.5M | $34.8M | 3 | 26 |
DateJun 2024
Total AUM$50.1M
Discretionary$42.8M
Non-Disc.$7.3M
Employees1
Clients0
DateMar 2024
Total AUM$50.1M
Discretionary$42.8M
Non-Disc.$7.3M
Employees1
Clients0
DateMar 2023
Total AUM$53M
Discretionary$44.9M
Non-Disc.$8.1M
Employees2
Clients18
DateNov 2022
Total AUM$71M
Discretionary$59.6M
Non-Disc.$11.4M
Employees3
Clients18
DateMar 2022
Total AUM$71M
Discretionary$59.6M
Non-Disc.$11.4M
Employees3
Clients18
DateMar 2021
Total AUM$63.7M
Discretionary$38.6M
Non-Disc.$25.1M
Employees3
Clients11
DateJun 2020
Total AUM$49.7M
Discretionary$24.6M
Non-Disc.$25M
Employees3
Clients13
DateMar 2020
Total AUM$49.7M
Discretionary$24.6M
Non-Disc.$25M
Employees3
Clients13
DateMar 2019
Total AUM$40M
Discretionary$19.5M
Non-Disc.$20.5M
Employees3
Clients14
DateMar 2018
Total AUM$41.3M
Discretionary$18.8M
Non-Disc.$22.6M
Employees3
Clients17
DateMar 2017
Total AUM$45M
Discretionary$11.3M
Non-Disc.$33.8M
Employees3
Clients26
DateMar 2016
Total AUM$39.2M
Discretionary$6.6M
Non-Disc.$32.6M
Employees3
Clients26
DateMar 2015
Total AUM$43.8M
Discretionary$8.3M
Non-Disc.$35.5M
Employees3
Clients26
DateMar 2014
Total AUM$44.8M
Discretionary$10M
Non-Disc.$34.8M
Employees3
Clients26
DateOct 2013
Total AUM$44.3M
Discretionary$9.5M
Non-Disc.$34.8M
Employees3
Clients26
DateJun 2013
Total AUM$44.3M
Discretionary$9.5M
Non-Disc.$34.8M
Employees3
Clients26