Overview
Assets Under Management: $248 million
Headquarters: RICHLAND, WA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 281027
Filing ID: 1955008
Last Filing Date: 2025-03-20 10:52:00
Website: https://gscomplianceconsulting.com