GEM FINANCIAL ADVISORS, INC.

LAKE FOREST, Illinois·1 registered advisor·CRD# 123031
SEC# 801-708340847-680-3082
01

Firm Overview

AUM
$183M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES BASED ON PERCENTAGE OF ASSETS MANAGED BY 3RD PARTY ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GEM FINANCIAL ADVISORS, INC.

1 registered advisor
Susan Reichert Milanak
LAKE FOREST, Illinois
05

Office Locations

LAKE FOREST, Illinois
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GEM FINANCIAL ADVISORS, INC. (CRD# 123031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.