Overview
Assets Under Management: $325 million
Headquarters: BARRINGTON, IL
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,093
Discretionary Accounts: 1,511
Non-Discretionary Accounts: 582
Regulatory Filings
CRD Number: 301025
Last Filing Date: 2025-02-27 00:00:00
Website: https://gscomplianceconsulting.com