Gerard Michael is a registered investment advisor at Smartleaf Asset Management LLC, based in Boston, MA, with 11 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $3.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA, 02114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerard is the manager of Michael Family Ventures, LLC (MFV), a family-held firm that invests and manages assets for its shareholders. He dedicates minimal time to MFV, with no time spent during securities trading hours.
Employment History
Current Registrations
Smartleaf Asset Management LLC
State Registrations2 states
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