Overview
Assets Under Management: $138 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 185
Discretionary Accounts: 179
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 154400
Last Filing Date: 2025-01-15 00:00:00
Website: https://gscapllc.com