Overview
Assets Under Management: $562 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 130
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,481
Discretionary Accounts: 1,473
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310591
Filing ID: 1942556
Last Filing Date: 2025-03-12 09:39:00
Website: https://gscomplianceconsulting.com