Overview
Assets Under Management: $1.3 billion
Headquarters: COEUR D'ALENE, ID
High-Net-Worth Clients: 331
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 677
Discretionary Accounts: 653
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 120973
Filing ID: 1986644
Last Filing Date: 2025-05-01 11:14:00
Website: https://gscomplianceconsulting.com