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| Happy Holidays!! thanks for using AUM13F!! |
| GBC Investment Group LLC
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| CRD # | 308511 |
| SEC # | 801-120745 |
| CIK # | |
| AUM | $274.9 M (2025-01-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 386-516-4759 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 3.3 |
| (b) Individuals (high net worth individuals) | 0 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 235.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 274.9 |
| By Discretionary | ||
| Discretionary | 76 | 274.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 274.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.9 | |
| Total | 76 | 274.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Hart & Patterson Financial Group LLC
✚
|
MA | 0.3 |
|
Godshalk Welsh Capital Management Inc
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|
PA | 0.3 |
|
Hoertkorn Richard Charles
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|
CA | 0.3 |
|
Capital West Partners LLC
✚
|
AZ | 0.3 |
|
MBA Advisors LLC
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|
PA | 0.3 |
|
Galapagos Advisory LLC
✚
|
FL | 0.3 |
|
Petros Family Wealth LLC
✚
|
MN | 0.3 |
|
Synergy Financial Group Ltd
✚
|
0.3 | |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |