Overview

Assets Under Management: $430 million
Headquarters: GRAND BLANC, MI
High-Net-Worth Clients: 5
Average Client Assets: $86 million

Services Offered

Services: Financial Planning, Pension Consulting

Clients

Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $86 million
Total Client Accounts: 1,223
Discretionary Accounts: 1,199
Non-Discretionary Accounts: 24

Regulatory Filings

CRD Number: 170462
Filing ID: 2010475
Last Filing Date: 2025-08-19 13:27:00
Website: https://gscomplianceconsulting.com