Overview
Assets Under Management: $440 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 759
Discretionary Accounts: 724
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 143120
Last Filing Date: 2025-01-27 00:00:00
Website: https://gbltrust.com