Overview

Assets Under Management: $632 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 4
Average Client Assets: $152 million

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.00
Average High-Net-Worth Client Assets: $152 million
Total Client Accounts: 2,473
Discretionary Accounts: 2,473

Regulatory Filings

CRD Number: 300403
Filing ID: 1993180
Last Filing Date: 2025-05-27 12:15:00
Website: https://gscomplianceconsulting.com