Ge Commercial Finance Investment Advisory Services LLC is a large advisory firm based in Norwalk. It manages $10.77 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut, Illinois, and New York.
Ge Commercial Finance Investment Advisory Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ge Commercial Finance Investment Advisory Services LLC is $10.77 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ge Commercial Finance Investment Advisory Services LLC for their services and products based on a percentage of assets under management. 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.
Timothy Gerard Lyne has been acting as President since 1 Mar 2010. Brian Edward Sommerfeld joined the executive team most recently as the Managing Director.
The principal office where Ge Commercial Finance Investment Advisory Services LLC performs its advisory services is located at 201 Merritt 7, Norwalk, CT 06851, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-229-1822 or by fax 203-567-8016. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.