Overview
Assets Under Management: $204 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 406
Discretionary Accounts: 396
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145049
Last Filing Date: 2024-10-21 00:00:00
Website: https://gbms.com