Frank Marzano was selected to be interviewed by Barron’s to tell the story of GMAG and our story was featured in an article titled: Frank Marzano: How I Built a $5.6 Billion Firm in 18 Years.
We are so proud of the roots of our business and the “why” of what we do.In everything we do, we challenge the status quo and think beyond what you would expect from a wealth management firm. Every day, we aim to redefine what it means to be a trusted advisor and never take it for granted. We aspire to be a meaningful source of trust for you and your family—through problem-solving, enrichment with knowledge and resources, and thinking ahead.
Thank you to Barron’s for highlighting our story and our success. Thank you to our team who share the same vision. Most importantly, thank you to our clients for believing in GMAG and for your trust and confidence.
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- Regulatory assets under management (RAUM), associated with our management of clients’ securities portfolios on a discretionary and nondiscretionary basis.
- Non-regulatory Assets Under Advisement. Which are assets that we are compensated to advise on that are not regulatory assets. They are associated with our financial planning and consulting activities, which may include family office services, bookkeeping and bill pay services, budgeting and cash flow analysis and projections, and tax and estate planning review and advice.