GS Investment Inc

RIASEC Registered
Total AUM
$192M
Discretionary
$190M
99% of AUM
Avg account
$1.1M
Accounts
176
Employees
3
Advisory reps
3

Firm details

Headquarters
Eagan, Minnesota
CRD number
107782
Registered since
March 4, 1999
Website
www.gsinvestments.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI75.01%
  • Charitable Organizations17.48%
  • Individuals7.52%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GS Investment Inc is an independent registered investment adviser organized as a corporation and SEC-registered since 1999. The firm serves both individual and family clients as well as institutional accounts, focusing on portfolio management and financial planning for individuals, small businesses and institutions. Fee billing is by percentage of assets under management. The adviser reports no active ESG program and is not structured as a capital allocator; instead it appears to implement client solutions directly while making use of third-party managers for select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 6%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 2%80%
  • Exchange Traded Equities80%
  • State & Local Bonds6%
  • US Government Bonds4%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents4%

Contacts

3 of 3
  • Glenn Steinke

    Glenn Steinke

    Founder and Managing PrincipalCRD 2364079

  • Greg Cunningham

    Greg Cunningham

    Owner and Managing PrincipalCRD 2541370

  • John Steinke

    John Steinke

    Founder and Managing PrincipalCRD 1335477

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$16.2M in ETFs

Passive

98%

$15.9M

Active

2%

$307K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$3.6M51,06522.51%
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Location

Primary office

Eagan, MN

Dakota

Location

Eagan, MN

Headquartered in Eagan, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Dakota
Address
860 Blue Gentian Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth