G
Gassman Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$112,563,268
Clients
307
12% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
307
Very HighAverage account size
$366,656
About
Gassman Financial provides wealth management services to individuals, high‑net‑worth individuals, trusts, and estates, combining discretionary investment management with financial planning and consulting. The firm reports managing approximately $112.6 million in client assets on a discretionary basis across roughly 307 client relationships.
The advisor typically pursues a long‑term, low‑turnover investment approach, constructing diversified portfolios using ETFs, mutual funds, individual equity and fixed‑income securities and applying both fundamental and technical analysis. Portfolios are built around client‑specific asset allocation targets and are adjusted for rebalancing, tax considerations, changes in objectives, or cash needs.
A distinctive operational feature is the unusually high number of clients per advisor—over 300 clients managed by a single advisory professional—which implies reliance on standardized processes and custodial platform support for trade execution and reporting. The firm also discloses that advisory personnel are licensed to sell insurance and receive commission‑based compensation for those sales (approximately 10% of their time), a practice the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
1.00% annually
Commission-based compensation from insurance product sales by Advisory Persons, separate from advisory fees
Main office location
Gassman Financial LLC
85 Stiles Road, Suite # 101
Salem NH 03079, United States
Number of offices
1
Most active in
Gassman Financial LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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.
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