Geoffrey Allen Galbraith
Investment adviser representative at Gfm Asset Management LLC
4 yearsExperience
1 stateRegistered in
$27.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
4 years in the industry.
- Gfm Asset Management LLCFeb 2021 to now
- Orient SecuritiesMar 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gfm Asset Management LLC
$27.5MAssets managed
42Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224294
- Firm CRD
- 283810