Gassman Financial LLC: new SEC registration, $113M AUM, Salem, NH
Gassman Financial LLC (Salem, New Hampshire): new SEC registration, $113M AUM, Salem, NH. Its amount of 113 is below the median of 134 (28th percentile). Dated 237 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 113 · 28th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 5 related NH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Gassman Financial LLC |
| Legal name | Gassman Financial LLC |
| CRD | 317204 |
| Status | Approved |
| Registered with the SEC | 2026-03-13 |
| Latest Form ADV filing | 2026-07-10 |
| Location | Salem, NH, United States |
| Regulatory AUM | $112,563,268 |
| Accounts | 408 |
| Employees | 2 |
| amount percentile | 28th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (6 NH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NH first): Mardin Capital Group · Middle Street Capital, LLC · Saltbox Financial LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Gassman Financial LLC and 6 New Hampshire peers
- New Hampshire NewRiaPulse records like this one: 6
- Gassman Financial LLC's amount: 28th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Hampshire peer: $1,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $113M under management.
What is the NewRiaPulse record for Gassman Financial LLC in Salem, New Hampshire?
Gassman Financial LLC received SEC registration as an investment adviser (2026-03-13) with $112,563,268 in regulatory assets under management, based in Salem, NH.
How does Gassman Financial LLC compare to other New Hampshire NewRiaPulse records?
Its amount of 113 is below the median (28th percentile); smaller records often move faster and face less competition. It is 237 days old; check the official source for later updates before acting.
Gassman Financial LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Gassman Financial LLC | Salem, NH | 113 | 28th | 2026-03-13 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
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- Endeavor Advisors LLC
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Hampshire NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.