RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 11, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIPRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIPRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIPRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIPRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICERE Control
GASSMAN, JONATHAN, LEEIPRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 11, 2024 REGISTERED

Notice Filings (3)

CO FL NY

Address

46 HUNT DRIVE
JERICHO, NY 11753
United States
Phone: 631-482-7460