GSG Advisors LLC
Firm details
- Headquarters
- Mount Laurel, New Jersey
- CRD number
- 131511
- Registered since
- July 1, 2004
- Website
- www.gsgadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.7%
- Individuals1.36%
- Pension & Profit Sharing Plans0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
GSG Advisors LLC is an independent registered investment adviser organized as an LLC and operating since 2004. The firm is owner-operated and positions itself as a capital allocator for a mix of individual/family and institutional clients. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm provides financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. Its advisory services also include pension consulting and the selection of third‑party advisers. GSG maintains industry relationships spanning a law firm, an insurance company, a real estate broker, and participates as a sponsor/GP or managing member of pooled investment vehicles. The firm does not present itself as an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities36%
- Non-Exchange Traded Equities15%
- State & Local Bonds4%
- US Government Bonds1%
Contacts
3 of 3Christopher Greer
PrincipalCRD 2262395
Joseph Scocca
PrincipalCRD 4456560
Jon Greer
PrincipalCRD 4634529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$388M in ETFs
76%
$296M
12%
$92M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $102M | 274,889 | 26.20% |
Location
Mount Laurel, NJ
Burlington
Location
Mount Laurel, NJ
Headquartered in Mount Laurel, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 307 Fellowship Rd
- Time zone
- ET (UTC-5)
- Office locations
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