Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > guilford > GSB WEALTH MANAGEMENT, LLC
GSB WEALTH MANAGEMENT, LLC
One Park Street
Guilford, Connecticut 06437
Tel: 203-453-9075
About GSB WEALTH MANAGEMENT, LLC
GSB WEALTH MANAGEMENT, LLC, formally registered with the SEC as GSB WEALTH MANAGEMENT, LLC. The firm was established in 03/27/2003. They have over 2 offices throughout the country.
GSB WEALTH MANAGEMENT, LLC is a Guilford, Connecticut based Financial Planning firm with nearly $540,432,340 assets under management, offering retirement planning & investment advisory services to 1479 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124867 |
| SEC# | 801-61932 |
| Assets Managed by Firm | $540,432,340 |
| No. of Clients | 1479 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (AD-HOC SERVICES, CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1479 | $540,432,340 |
| Individuals (other than high net worth individuals) | 635 | $98,076,079 |
| High net worth individuals | 122 | $365,036,884 |
| Pension and profit sharing plans | 43 | $45,780,148 |
| Charitable organizations | Fewer than 5 clients | $1,946,322 |
| Corporations or other businesses | 29 | $14,327,856 |
More Retirement Planning firms in Guilford, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Guilford, Connecticut