GFM Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,500,000
Clients
37
Advisors
3
of 3 employees
About
GFM serves individual investors, trusts, and retirement/pension plans with an emphasis on clients who have cross-border or international needs, offering discretionary management of separately managed accounts, financial planning, and standalone advisory work. It also provides periodic educational content and may deliver services on a subscription or per-item basis in addition to its managed-account offerings.
The firm implements client strategies using a four-part, timeline-driven framework that ties projected deposits and withdrawals to a timeline-dependent risk profile and stated beliefs, aiming to align portfolio implementation with long-term objectives. Portfolios are constructed across six defined complexity levels — from cash and funds/ETFs to individual bonds and stocks, and, for select clients, options and futures — with instrument choice tailored to each client’s profile and timeline.
GFM is unusual among peers in maintaining its principal office outside the U.S. while explicitly serving the U.S. portion of international client relationships and coordinating with affiliated advisory entities and an anticipated sub-advisor arrangement to support non‑U.S. needs. The firm also offers several less-common features for its category — negotiated performance-based fee arrangements for qualified clients, subscription/periodical educational content, and willingness to use derivatives and borrowing in select separately managed accounts — all delivered by a small, single-advisor practice focused on bespoke, timeline-oriented portfolios.
Client services
Expertise
Occupation focus
Fee options
Fixed project fees or per-item fees may be charged for standalone or supplementary services; fee schedule available on request.
$0 - $250,000: 1.5% $250,001 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.5%
Hourly fees may apply for professional services not included in managed account fees, subject to advance quote and agreement.
Performance-based fees up to 50% of total account return over high watermark or benchmark, negotiated per account for qualified clients.
Subscription or retainer fees may be charged for financial education content, newsletters, or group services on agreed terms.
Fee-only: Separate fees for financial planning, advice, education services on hourly, per-item, monthly retainer, or subscription basis, subject to agreement and quote.
Main office
Maumee OH
Advisors at this office
1
Most active in
California · New York · Ohio
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.
Quick links
Advisors at this firm
Jeremy W
Verified by Warmer
Series 65, CFP®, CIC
Remote
GFM Asset Management LLC
Jeremy Wolf lives in Switzerland and is a cross-border international financial advisor at GFM Asset Management LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at HighTower Advisors LLC and Schultz Collins Lawson Chambers, Inc. GFM Asset Management serves individual investors, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach specializes in cross-border investing and includes tailored allocation strategies based on client-specific timelines, integrating fixed income, equity, and tactical positions with risk management techniques such as currency management and derivatives.
Tariq D
Series 63, Series 65
Remote
GFM Asset Management LLC
Tariq Dennison is a financial advisor at GFM Asset Management LLC with nine years of industry experience. He has held roles at Manentia Wealth Consulting Inc., GFM Group Limited, and Hong Kong-based GFM Group Limited, where he is a 50% owner and director. Dennison manages investment services across these affiliated firms and is currently transitioning GFM Asset Management LLC’s business to Manentia. GFM Asset Management serves individual investors, trusts, and retirement plans, focusing on clients with cross-border or international needs. The firm employs a timeline-driven investment framework and offers discretionary management, financial planning, and educational content through various service models.
Geoffrey G
Series 65
Maumee, OH
GFM Asset Management LLC
Geoffrey Galbraith is a Series 65 licensed advisor at GFM Asset Management LLC in Maumee, Ohio, with five years of industry experience. He previously worked at Orient Securities from 2015 to 2019. GFM Asset Management serves individual investors, including high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach incorporates client-specific cash flow timelines, diverse asset allocation strategies, and the use of derivatives and margin, with a notable international orientation and educational content production.
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