Overview
Assets Under Management: $26 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 2
Average Client Assets: $13.1 million
Frequently Asked Questions
GBS FINANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164538), GBS FINANCE, LLC is subject to fiduciary duty under federal law.
GBS FINANCE, LLC is headquartered in MIAMI, FL.
GBS FINANCE, LLC serves 2 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, GBS FINANCE, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GBS FINANCE, LLC manages $26 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, GBS FINANCE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $13.1 million
Total Client Accounts: 2
Discretionary Accounts: 1
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 164538
Filing ID: 1736286
Last Filing Date: 2023-03-22 09:14:00