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G.M.R. & Company Capital Advisors, LLC (Somerville)


G.M.R. & Company Capital Advisors, LLC is a large advisory firm based in Somerville. It manages $28 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.

G.M.R. & Company Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G.M.R. & Company Capital Advisors: assets under management

The assets under management (AUM) of G.M.R. & Company Capital Advisors, LLC is $28 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G.M.R. & Company Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Somerville

The principal office where G.M.R. & Company Capital Advisors, LLC performs its advisory services is located at 3631 Route 22 East, Somerville, NJ 08876, 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 908-534-5308 or by fax 908-534-9351. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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