GSG ADVISORS LLC

RIASEC RegisteredEst. 2004
Total AUM
$862M
Discretionary
$790M
92% of AUM
Avg account
$1.4M
Accounts
607
Employees
4
Advisory reps
3

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

FINTRX

Overview

GSG Advisors LLC is an independent registered investment adviser founded in 2004 that operates as a capital allocator for both private clients and institutional mandates. The firm is owned by an individual and bills clients using a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. GSG does not position itself as an ESG-focused investor and is not classified as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 41%, Exchange Traded Equities 36%, Non-Exchange Traded Equities 15%, State & Local Bonds 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities36%
  • Non-Exchange Traded Equities15%
  • State & Local Bonds4%
  • US Government Bonds1%

Contacts

3 of 3

  • CHRISTOPHER GREER

    PrincipalCRD 2262395

  • JOSEPH SCOCCA

    PrincipalCRD 4456560

  • JON GREER

    PrincipalCRD 4634529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$321M in ETFs

Passive

80%

$256M

Active

8%

$64.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$87.6M273,20327.31%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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