Overview
Assets Under Management: $356 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 72
Average Client Assets: $4.9 million
Frequently Asked Questions
GFS PRIVATE WEALTH 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 #164467), GFS PRIVATE WEALTH is subject to fiduciary duty under federal law.
GFS PRIVATE WEALTH is headquartered in CLEARWATER, FL.
GFS PRIVATE WEALTH serves 72 high-net-worth clients according to their SEC filing dated April 30, 2018. View client details ↓
According to their SEC Form ADV, GFS PRIVATE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
GFS PRIVATE WEALTH manages $356 million in client assets according to their SEC filing dated April 30, 2018.
According to their SEC Form ADV, GFS PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.09%
Average Client Assets: $4.9 million
Total Client Accounts: 81
Discretionary Accounts: 79
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 164467
Filing ID: 1214429
Last Filing Date: 2018-04-30 12:26:00