GBS GROUP

RIASEC Registered

Total AUM

$462K

Discretionary

$462K

100% of AUM

Avg account

$231K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIRAMAR, Florida
CRD number: 335904
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

GBS Group is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that can place client capital with outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, assistance with pension-related matters, and the selection of other advisers. Compensation is charged as a percentage of assets under management and via fixed fees. The firm is not identified as an active ESG investor and appears to operate within a single state. An accounting firm is listed among its industry affiliations.