Overview
Assets Under Management: $247 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 131
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.79
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 175
Discretionary Accounts: 175
Regulatory Filings
CRD Number: 301011
Last Filing Date: 2025-01-29 00:00:00
Website: https://gscomplianceconsulting.com