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Gerson George (Grand Junction)


Gerson George is an adviser based in Grand Junction. It manages $21.2 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

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

Gerson George: assets under management

The assets under management (AUM) of Gerson George is $21.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gerson George 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.

Based in Grand Junction

The principal office where Gerson George performs its advisory services is located at 289 Chinle Ct, Grand Junction, CO 81507, 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 970-241-8460 or by fax 970-243-3628. The normal business hours are 7:00am - 5:00pm on Monday - Friday.


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