Gs Investment Inc
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Overview
Gs Investment Inc operates as a financial advisory firm located in Minneapolis, Minnesota. The firm controls $207.4 million in assets over 187 accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Gs Investment Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Gs Investment Inc manages most of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments without needing client approval. It also has seven non-discretionary accounts with a total of $2.7 million in AUM. Gs Investment Inc oversees about $1.1 million in assets for every customer account. The average advisor at Gs Investment Inc manages about 62 client accounts, making it about average in terms of personalization.
Gs Investment Inc's main office is located at 333 South 7Th Street, Minneapolis, Minnesota 55402. It is registered to serve clients across a few states, including Florida, Minnesota and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gs Investment Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$207.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
187
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.1 million
Products and Services
Gs Investment Inc offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. In the prior financial year, Gs Investment Inc provided 1-10 of its customers with financial planning services. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Gs Investment Inc typically consist of the following fee structure: asset-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 187 customers, Gs Investment Inc's biggest client is high net worth investors, but it also caters to 41 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 48.24%
- Other Individuals - 43.53%
- Corporations - 1.18%
- Charitable Organizations - 7.06%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gs Investment Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gs Investment Inc
Minneapolis, MN
Minneapolis, MN
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