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Garzarelli Investment Management, L.L.C. (Gim) (Irvine)


Garzarelli Investment Management, L.L.C. (Gim) is an adviser based in Irvine. It manages $32 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001.

Garzarelli Investment Management, L.L.C. (Gim) provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Garzarelli Investment Management, L.L.C. (Gim): assets under management

The assets under management (AUM) of Garzarelli Investment Management, L.L.C. (Gim) is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Garzarelli Investment Management, L.L.C. (Gim) for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Elaine Marie Garzarelli Shareholder 1 Jul 1995 75% - 100% 600704
Llc Broderick Management Member 1 Sep 1998 75% - 100% 94-330-6620
Gordon Peter Getty Owner 1 Sep 1998 75% - 100% 4339269

Based in Irvine

The principal office where Garzarelli Investment Management, L.L.C. (Gim) performs its advisory services is located at 18191 Von Karman Ave., Irvine, CA 92612, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 631-425-1060 or by fax 631-425-1060. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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