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| GBC Investment Group LLC
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| |
|---|---|
| CRD # | 308511 |
| SEC # | 801-120745 |
| CIK # | |
| AUM | $212.2 MM (2024-01-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 407-501-8870 |
| Address | 5773 Saybrook Circle Sanford, FL 32771 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.0 |
| (b) Individuals (high net worth individuals) | 0 | 20.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 180.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 212.2 |
| By Discretionary | ||
| Discretionary | 52 | 212.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 52 | 212.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.2 | |
| Total | 52 | 212.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keystone Global Partners LLC
✚
|
NY | 0.2 |
|
4wealth Advisors Inc
✚
|
IL | 0.2 |
|
Michael Russo Ltd
✚
|
IL | 0.2 |
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.2 |
|
Albanyadvisor Group LLC
✚
|
NY | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
Invera Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Viawealth LLC
✚
|
KS | 0.2 |
|
Colin Bruce Ted
✚
|
CA | 0.2 |
|
Novus Advisors LLC
✚
|
SC | 0.2 |