|
⚲
|
| GS Investments Inc
✚
|
|
|---|---|
| CRD # | 107782 |
| SEC # | 801-56317 |
| CIK # | 0001714590, 0001725386 |
| AUM | $207.4 MM (2023-02-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 612-371-0590 |
| Address | 333 South 7th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TXN | 142.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| TMO | 209.7 | 0.0 | |
| KLAC | 49.3 | 0.0 | |
| V | 419.3 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMP | 26.8 | 0.0 | |
| HD | 277.6 | 0.0 | |
| SYK | 74.8 | 0.0 | |
| MTZ | 5.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 9.4 |
| (b) Individuals (high net worth individuals) | 41 | 174.3 |
| (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 | 6 | 23.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 207.4 |
| By Discretionary | ||
| Discretionary | 180 | 204.8 |
| Non-Discretionary | 7 | 2.7 |
| Total | 187 | 207.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.4 | |
| Total | 187 | 207.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001714590] | |
| D | [0001725386] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cloud Investments LLC
✚
|
AL | 0.2 |
|
Robasciotti & Associates Inc
✚
|
CA | 0.2 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.2 |
|
Keystone Financial Services
✚
|
CO | 0.2 |
|
Heritage Wealth Architects Inc
✚
|
MN | 0.2 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.2 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.2 | |
|
Summit Group Retirement Planners Inc
✚
|
PA | 0.2 |
|
Assetgrade LLC
✚
|
MA | 0.2 |
|
Haven Wealth Group LLC
✚
|
TX | 0.2 |