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GFM ASSET MANAGEMENT LLC

WEINFELDEN, Switzerland · CRD 283810 · IAPD ↗ · gfmasset.com · 775-237-8852

$27.5MRegulatory AUM
3Advisory reps
3Employees
4Clients
11-25Planning clients
0Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

28
April 2026 — GFM ASSET MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
14
May 2024 — GFM ASSET MANAGEMENT LLC notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.