Overview
Assets Under Management: $342 million
Headquarters: FISHERS, IN
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,307
Discretionary Accounts: 1,217
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 143075
Filing ID: 2000265
Last Filing Date: 2025-06-26 12:35:00
Website: https://gscomplianceconsulting.com