Overview
Assets Under Management: $102 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 120
Average Client Assets: $856,774
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $856,774
Total Client Accounts: 242
Discretionary Accounts: 208
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 145247
Last Filing Date: 2024-06-11 00:00:00
Website: https://gscomplianceconsulting.com