GI
GAMMA INVESTING LLC
SEC Registered, https://gammainvesting.com888-585-1755
Assets Under Management
$1B–$5B
Employees
7
Office Locations
5 offices
Total Accounts
1975
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit Sharing
Services
investment_managementwealth_management
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 1 | $137k |
| Insurance Companies | 1,974 | — |
0 total clients reported on Form ADV.
Leadership
Zlatko Martinic
CIO
Lorraine Y Fang
CEO & PRESIDENT/CCO
Laura K Thurow
BOARD MEMBER
Baird Financial Group
OWNER
Llc Riverfront Investment Holding Group
OWNER
Baird Financial Corporation
OWNER
Karrie Burnham Southall
BOARD MEMBER
Peili Wang
SENIOR PORTFOLIO MANAGER
Calvin Lee
CLIENT PORTFOLIO MANAGER
Office locations
5 offices in 1 states
HQ
Advisors at this firm
6 advisors in the directory
Lorraine Y Fang
Investment Adviser Representative
Zlatko Martinic
Investment Adviser Representative
Mouna Nutakki
Investment Adviser Representative
Ruxandra Risko
Investment Adviser Representative
Peili Wang
Investment Adviser Representative
William Arthur Wilson
Investment Adviser Representative
Regulatory & compliance
CRD number
#312573
SEC Number
801-127959
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $250,000 (waivable)
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
gammainvesting.comPhone
888-585-1755Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GAMMA INVESTING LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.