Gelfand Maxus Asset Management Inc is a large advisory firm based in Cleveland. It manages $1.96 billion of regulatory assets for 512 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Gelfand Maxus Asset Management provides portfolio management for individuals and small businesses and 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 Gelfand Maxus Asset Management Inc is $1.96 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gelfand Maxus Asset Management Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Anthony Barone has been acting as President since 1 Jul 1997. Fifth Third Bancorp joined the executive team most recently as the Parent Company.
The principal office where Gelfand Maxus Asset Management Inc performs its advisory services is located at 1301 East 9 Th Street, Cleveland, OH 44114 1800, 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 216-687-1000 or by fax 216-687-1001. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at 53.com.