Overview
Assets Under Management: $363 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 111
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,337
Discretionary Accounts: 1,337
Regulatory Filings
CRD Number: 153527
Last Filing Date: 2025-02-25 00:00:00
Website: https://gscomplianceconsulting.com