GB Investments LLC
RIAState Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$244K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 283329
- Website
- www.gbinvestmentsllc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GB Investments LLC is an independent, individually owned registered investment adviser structured as a limited liability company. The firm provides discretionary portfolio management primarily for individuals, families and small businesses, charging fees based on a percentage of assets under management. It does not present itself as a multi-state adviser, pension consultant, capital allocator or ESG-focused manager; its advisory activity centers on traditional portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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