Gaam Wealth Advisors, Inc. is an adviser based in Kingsport. It manages $16.84 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Florida, and 8 other states.
Gaam Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and investment consulting. 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 assets under management (AUM) of Gaam Wealth Advisors, Inc. is $16.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gaam Wealth Advisors, Inc. 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.
Herbert Michael Gilbert has been acting as President since 1 Nov 1993. Sherin Storm Whitfield joined the executive team most recently as the Secretary.
The principal office where Gaam Wealth Advisors, Inc. performs its advisory services is located at Six Sheridan Square, Kingsport, TN 37660, which is also the mailing address of the firm. An additional office of the firm is in Abingdon,, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 423-247-8840 or by fax 423-282-2416. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at gaamwealth.com.