Gaer Financial Group, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gaer Financial Group, Inc is an independent registered investment adviser managing about $3 million for roughly 25 clients and provides portfolio management and related advisory services, commonly using percentage-of-assets billing. Its Form ADV identifies individual clients and the firm’s provision of ongoing investment management and financial planning services.
The brochure describes customary investment analysis, account monitoring and periodic reviews to align portfolios with client objectives and risk tolerances, and notes the firm provides both investment management and related advisory consultations. These practices align with common independent adviser workflows while emphasizing individualized oversight for each client relationship.
What is noteworthy is the firm’s client mix: despite modest assets under management, its Form ADV discloses a range of institutional and non‑retail clients — including state and municipal governments, pension or profit‑sharing plans, insurance companies, banking/thrift institutions, sovereign wealth entities, corporate clients, other investment advisers, and charitable organizations — a combination that is uncommon for firms of this size. The inclusion of other adviser clients and charitable organization engagements suggests the firm provides advisory or consulting services beyond standard individual portfolio management.
Client services
Main office
128 Summit Ave
Hackensack NJ 07601
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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