What departments does GM Advisory Group have?

GM Advisory Group has employees across 3 departments including Customer Success, Finance, Accounting.

What is the largest department at GM Advisory Group?

The largest department at GM Advisory Group is Customer Success with 1 employees.

Where are GM Advisory Group employees located globally?

GM Advisory Group has employees across 2 continents and 3 countries including India, Cambodia, United States Of America.

How has GM Advisory Group's team size changed over time?

GM Advisory Group's team has decreased from approximately 12 to 4 employees based on available data.

GM Advisory Group Employee Directory

Financial ServicesNew York, United States2-10 Employees

GM Advisory Group is a financial services firm based in Melville, New York, that provides independent financial guidance focused on integrating clients’ life plans with their finances. The company assists individuals and families by coordinating a range of financial solutions, including investment management, tax planning, retirement planning, and estate planning, aiming to offer impartial guidance and peace of mind over the long term.

Serving households seeking coordinated, comprehensive financial support, GM Advisory Group positions itself as a facilitator that helps simplify wealth management by aligning financial strategies with life goals. Founded in 2004, the firm has earned recognition over the years through industry lists and rankings, reflecting its emphasis on independent advice within a broader financial services landscape. The organization operates with a small team and serves clients from its location in the greater New York area. Recent highlights include acknowledgments in 2021 and 2020 for its advisory work.

GM Advisory Group Global Highlights

North America
24

United States Of America
24

Asia
2

India
1
Cambodia
1

GM Advisory Group's Leadership

J. G.
Director
Mobile Phone
Email
E. B.
Client Relationship Manager
Mobile Phone
Email
S. G.
Manager Of Finance
Mobile Phone
Email
D. M.
Registered Dietitian
Mobile Phone
Email
J. K.
Family Office Accountant
Mobile Phone
Email

GM Advisory Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from GM Advisory Group

Name

Title

Contact

Location

Last Update

J. G.
Director
Mobile Phone
Email
Oct 10, 2023
E. B.
Client Relationship Manager
Mobile Phone
Email
Oct 23, 2024
S. G.
Manager Of Finance
Mobile Phone
Email
Oct 17, 2024
D. M.
Registered Dietitian
Mobile Phone
Email
Jun 07, 2025
J. K.
Family Office Accountant
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is GM Advisory Group known for?

GM Advisory Group operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-631-227-****

. Explore GM Advisory Group's company overview page for more information.

What is GM Advisory Group's most common email format?

GM Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GM Advisory Group email formats with LeadIQ.

How many employees does GM Advisory Group have currently?

GM Advisory Group has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are GM Advisory Group's key employees and leadership?

As of July 2026, GM Advisory Group's key employees include:

Director: J. G.
Client Relationship Manager: E. B.
Manager Of Finance: S. G.
Registered Dietitian: D. M.
Family Office Accountant: J. K.

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GM Advisory Group Employee Directory

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