Gbks LLC

Overview

Gbks LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm operates as a limited liability company owned by an individual and charges fees tied to assets under management. Its advisory scope, per filings, centers on portfolio management for individuals and small businesses and on financial planning. Gbks is not positioned as a multi-state adviser, does not self-identify as an active ESG investor, and is not set up as a capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices