GBS Investments
Firm details
- Headquarters
- Marion, Indiana
- CRD number
- 344535
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GBS Investments is organized as a corporation and is owned by an individual. The firm’s public profile emphasizes two primary activities: acting as an insurance broker and providing portfolio management services targeted at individuals and small businesses. Its advisory fees are structured as a percentage of assets under management. The firm is not positioned as an ESG-focused manager and is not identified as a multi-state adviser. GBS Investments is classified as "unclassified" in the source data and is not described as a capital allocator or a pension consultant. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Marion, IN
Grant
Location
Marion, IN
Headquartered in Marion, IN, in the Midwest of the United States.
- Region
- Midwest
- County
- Grant
- Address
- 1912 W 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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