Gasima Financial LLC
% of assets managed in Venice, FL
State registeredNo commissions reported
Public-record details
- Address
- 304 W Venice Ave, Suite 204, Venice, FL 34285
- Phone
- (941) 538-5791
- Listed under
- % of assets managed
- CRD number
- 316326
- Registration
- State registered: FL, MA
- 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
- $8.5 million
- Accounts managed
- 29
- Clients reported (Form ADV 5.D)
- 17
- Individual / high-net-worth clients
- 8 / 5
- Employees
- 2
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-09-09
Read the official record
- SEC IAPD summary for CRD 316326 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
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 Venice
Dale K. Ehrhart, INC.SEC registeredNo commissions reportedDg WealthState registeredNo commissions reportedFerris Wheel Finance, INC.State registeredNo commissions reportedFiduciary Consulting Group, INC.State registeredNo commissions reportedFourthought Financial Partners, LLC.SEC registeredNo commissions reportedJean Pierre MasseState registeredNo commissions reportedTodd Wealth Management LLCSEC registeredNo commissions reported