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, privately owned registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional accounts and operates as a capital allocator, combining portfolio management and financial planning with the selection of third‑party managers. Fees are charged as a percentage of assets under management and, in some cases, fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting support, and the selection of other advisers. The firm reports that it is not an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$397M in ETFs
76%
$302M
12%
$94.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $101M | 271,056 | 25.57% |
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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