Overview
Assets Under Management: $351 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 670
Average Client Assets: $0.5 million
Frequently Asked Questions
GYROSCOPE CAPITAL MANAGEMENT GROUP 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 #142672), GYROSCOPE CAPITAL MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC is headquartered in NAPLES, FL.
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC serves 670 high-net-worth clients according to their SEC filing dated June 08, 2023. View client details ↓
According to their SEC Form ADV, GYROSCOPE CAPITAL MANAGEMENT GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC manages $351 million in client assets according to their SEC filing dated June 08, 2023.
According to their SEC Form ADV, GYROSCOPE CAPITAL MANAGEMENT GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 670
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.65%
Average Client Assets: $0.5 million
Total Client Accounts: 725
Discretionary Accounts: 725
Regulatory Filings
CRD Number: 142672
Filing ID: 1768110
Last Filing Date: 2023-06-08 13:02:00