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Gerson Asset Management Inc (Thornwood)


Gerson Asset Management Inc is a large advisory firm based in Thornwood. It manages $76.48 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.




Gerson Asset Management provides portfolio management for individuals and small businesses and security ratings or pricing services. 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 Asset Management: assets under management

The assets under management (AUM) of Gerson Asset Management Inc is $76.48 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70.74 million in discretionary accounts and $5.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $59.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gerson Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Thornwood

The principal office where Gerson Asset Management Inc performs its advisory services is located at 15 Aspen Way, Thornwood, NY 10594, 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 914-741-2357 or by fax 914-741-6106. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.


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