Gid Securities Llc (Boston)
Gid Securities Llc Is a Large Advisory Firm Based in Boston. It Manages $178 Million of Regulatory Assets for 3 Client Accounts. It Has Been Registered with...
Gid Securities LLC is a large advisory firm based in Boston. It manages $178 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.
Gid Securities provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Gid Securities: assets under management
The assets under management (AUM) of Gid Securities LLC is $178 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $178 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.33 million each.
Gid Securities has custody of $160.5 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Gid Securities LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
