23 Corporate Plaza
Suite 150
Newport Beach, California 92660
Tel: 833-734-8474
GSI CAPITAL ADVISORS LLC, formally registered with the SEC as GSI CAPITAL ADVISORS LLC. The firm was established in 06/02/2006. They have over 2 offices throughout the country.
GSI CAPITAL ADVISORS LLC is a Newport Beach, California based Financial Planning firm with nearly $170,068,874 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135143 |
| SEC# | 801-66702 |
| Assets Managed by Firm | $170,068,874 |
| No. of Clients | 4 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $170,068,874 |
| Pension and profit sharing plans | Fewer than 5 clients | $45,670,744 |
| Charitable organizations | Fewer than 5 clients | $92,159,918 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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