AUMdb
GA

Geg Advisors Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 337347 · SEC file 801-134174 · Bogota
☆ Save with Pro ADV data as of May 29, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
2

AUM over time

$0 $0
Jul 16, 2025 May 29, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Carolina Marcela Escalante Registered representative Feb 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/29/2026 1 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.

View current Form ADV (SEC/IAPD) ↗