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Geremia Financial Services
Geremia Financial Services is a registered investment advisor providing wealth management and financial planning.
Geremia Financial Services
Geremia Financial Services is a registered investment advisor (RIA) that provides financial planning and wealth management services to individuals and families. The firm's founding and operating history are not widely published, and its exact founding year remains unconfirmed in public records. As an RIA, Geremia Financial Services likely structures its investment approach around client portfolios with exposure to equities, fixed income, and alternative assets. The firm's specific sector preferences, direct deal activity, and portfolio company holdings are not publicly documented. Its geographic footprint appears U.S.-focused. The firm's team size and total assets under management are not disclosed. No additional offices, philanthropic vehicles, or operating businesses have been identified in public sources. Recent operational events are unavailable in the public domain. Geremia Financial Services operates as a registered investment advisor, which imposes fiduciary duties on its principals. The firm's governance structure and succession plans are not public.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Geremia Financial Services offer?
Geremia Financial Services operates as a registered investment advisor (RIA), which typically includes financial planning, portfolio management, and retirement planning for individuals and families. The specific scope of services is not detailed in public sources.
Is Geremia Financial Services a family office?
There is no public evidence that Geremia Financial Services is structured as a family office. It is classified as an RIA, which generally serves multiple clients rather than managing capital for a single family.
Who leads investment decisions at Geremia Financial Services?
The named principal of Geremia Financial Services is not publicly identified in available sources. Investment decisions would typically be made by a principal or committee within the RIA structure.
What is the AUM of Geremia Financial Services?
Geremia Financial Services does not publicly disclose its assets under management. The firm's AUM is considered undisclosed.
What geographic regions does Geremia Financial Services serve?
The firm's specific geographic focus is not documented, but as a U.S.-based RIA, it likely serves clients primarily within the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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