The Gormly Company (Flower Mound)

Name: The Gormly Company
Address: 6021 Morriss Road, Flower Mound, TX, 75028 3764
Telephone: 972-724-2368

The Gormly Company is an adviser based in Flower Mound. It manages $18.75 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001.

The Gormly Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Gormly Company: assets under management

The assets under management (AUM) of The Gormly Company is $18.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.53 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Gormly Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Gormly Company

Robert Parry Gormly has been acting as President since 1 Dec 1998. Nancy Karen Gormly joined the executive team most recently as the Vice President & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Parry Gormly	President	1 Dec 1998	50% - 75%	1768255
Nancy Karen Gormly	Vice president & secretary	1 Dec 1998	50% - 75%	2507213

Based in Flower Mound

The principal office where The Gormly Company performs its advisory services is located at 6021 Morriss Road, Flower Mound, TX 75028 3764, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-724-2368 or by fax 972-724-2370. The normal business hours are 8:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at thegormlycompany.com.