Overview
Assets Under Management: $783 million
Headquarters: WHEATON, IL
High-Net-Worth Clients: 242
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,576
Discretionary Accounts: 1,576
Regulatory Filings
CRD Number: 173771
Last Filing Date: 2025-02-27 00:00:00
Website: https://gscomplianceconsulting.com