A complete list of active advisors currently associated with GBL Asset Management, Inc.

Warmer can help you find a great advisor at GBL Asset Management, Inc. or one who fits your needs even better.

GBL Asset Management is a small, state‑registered independent advisory firm managing roughly $34.3 million across a limited number of client accounts. It provides portfolio management and ongoing investment advice to individuals and a select range of institutional clients (such as small business pension plans, endowments, municipalities, and trusts) and charges asset‑based advisory fees. The firm follows a value‑oriented, income‑aware approach that emphasizes mutual and closed‑end funds, individual fixed‑income instruments (CDs, Treasuries, corporate and municipal bonds), and occasional individual equities, with many positions intended to be held for years. Research draws on company filings, fund manager presentations, third‑party analysis, and a historical performance database, and recommendations are implemented opportunistically rather than through market timing. Compared with many single‑advisor independents, the firm is notable for operating primarily on a non‑discretionary basis—seeking client approval before executing trades—which is uncommon among peers. It also aggregates like client orders into block trades to manage execution costs, applies a family‑group approach when determining fee discounts, and maintains a small, concentrated client base that can result in overlapping holdings due to the adviser’s relatively narrow set of preferred securities.

To learn more about the advisors currently working at GBL Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.