Allocator Index · CRD 291708
WEALTH PLANNING GROUP
Baltimore, MD · 410-522-2030 · linkedin.com/in/steve-gessner-cfp-65878a5/
Fit score
68
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=75+16
- employees 3-60+8
HNW clients
80
Other individuals
300
HNW assets
$197.8M
Total AUM
$360.9M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| ZEBRA MUNICIPAL BOND ARBITRAGE FUND, LP | Private Equity Fund | $2K |