Overview
Assets Under Management: $601 million
Headquarters: FRANKFORT, IL
High-Net-Worth Clients: 6
Average Client Assets: $93 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.48
Average High-Net-Worth Client Assets: $93 million
Total Client Accounts: 1,282
Discretionary Accounts: 1,282
Regulatory Filings
CRD Number: 153646
Filing ID: 2010928
Last Filing Date: 2025-08-26 11:51:00
Website: https://gscomplianceconsulting.com