GOSSELIN CONSULTING GROUP LLC

RIASEC RegisteredEst. 2012
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
BRAINTREE, Massachusetts
CRD number
161019
Registered since
February 7, 2012
Fee structure
Hourly Charges, Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

Gosselin Consulting Group LLC is an SEC-registered pension consulting firm founded in 2012 and owned by an individual. The firm concentrates on institutional pension consulting rather than discretionary asset management: its advisory work is oriented to plan sponsors and institutional clients, focused on areas common to pension consultants such as investment policy development, asset allocation advice, manager searches and performance monitoring, and ongoing fiduciary and governance support. The firm does not act as a capital allocator and bills clients on hourly and fixed-fee arrangements rather than as a percentage of assets. Regulatory and operational flags in the record show the firm is not a multi-state adviser and is not identified as an active ESG investor. Classification is recorded as unclassified, and the stated client base is institutional. The combination of hourly/fixed fees and a consulting mandate indicates a project- and advisory-driven practice serving defined-benefit and other institutional plans rather than retail wealth-management clients.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SHAWN CHARLES

    Chief Compliance OfficerCRD 2617102

  • PETER GOSSELIN

    Chief Investment OfficerCRD 2892067

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRAINTREE, MA

NORFOLK

Location

BRAINTREE, MA

Headquartered in BRAINTREE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
25 Braintree Hill Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth