Overview
Assets Under Management: $416 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 132
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,395
Discretionary Accounts: 1,384
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 131668
Last Filing Date: 2025-01-07 00:00:00
Website: https://gscomplianceconsulting.com