Fee-OnlyFinder

Gulfstream Cm, LLC

% of assets managed in Summit, NJ

SEC registeredNo commissions reported

Call (908) 918-1600Send a messageMap ↗

Public-record details

Address
450 Springfield Avenue, Suite 204, Summit, NJ 07901
Phone
(908) 918-1600
Listed under
% of assets managed
CRD number
165459
Registration
SEC registered since 2013-03-20
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$244.2 million
Accounts managed
25
Clients reported (Form ADV 5.D)
25
Individual / high-net-worth clients
0 / 23
Employees
8
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

SEC registered investment adviser, CRD 165459, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Summit

Beacon Hill Private Wealth LLC350 Springfield Avenue, Suite #200 · Summit, NJ 07901 · (908) 608-8444 · Financial planningCRD 285329 · % of assets, Fixed fees · $53.5 million AUMState registeredNo commissions reportedBianco Wealth Advisors LLC16 Maple Street, #5 · Summit, NJ 07901 · (973) 315-8079 · Financial planningCRD 333512 · % of assets, Hourly charges · $11.0 million AUMState registeredNo commissions reportedCircle Wealth Management, LLC47 Maple Street, Suite 201 · Summit, NJ 07901 · (908) 206-1306 · Financial planningCRD 142878 · % of assets, Fixed fees · $14.1 billion AUMSEC registeredNo commissions reportedEgis Capital Partners LP35 Beechwood Rd, Suite 2a · Summit, NJ 07901 · (973) 994-0606 · Flat / fixed feesCRD 306123 · % of assets, Fixed fees, Performance-based fees · $160.8 million AUMSEC registeredNo commissions reportedGrand Life Financial LLC350 Springfield Ave, Suite 200g · Summit, NJ 07901 · (973) 264-9044 · Financial planningCRD 322132 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedPulver Capital Management LLC3 Hawthorne Place · Summit, NJ 07901 · (908) 795-3069 · Hourly feesCRD 152304 · % of assets, Hourly charges · $82.3 million AUMState registeredNo commissions reportedRsw Investments47 Maple Street, Suite 304 · Summit, NJ 07901 · (908) 273-4311 · % of assets managedCRD 302023 · % of assets · $2.3 billion AUMSEC registeredNo commissions reportedSeabridge Investment Advisors LLC450 Springfield Ave., Suite 301 · Summit, NJ 07901 · (908) 273-5085 · Financial planningCRD 108681 · % of assets, Fixed fees · $771.2 million AUMSEC registeredNo commissions reported

All 14 in Summit →