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| GSB Wealth Management LLC
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| |
|---|---|
| CRD # | 124867 |
| SEC # | 801-61932 |
| CIK # | 0001660694 |
| AUM | $475.0 MM (2024-08-21) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 203-453-9075 |
| Address | One Park Street Guilford, CT 06437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.9 | |
| MSFT | 1,918,222.4 | 7.5 | |
| JNJ | 465,600.2 | 4.6 | |
| MRK | 232,371.9 | 4.5 | |
| HD | 277,648.0 | 4.0 | |
| AMGN | 130,083.0 | 3.9 | |
| NVDA | 399,550.0 | 3.8 | |
| COST | 207,576.9 | 3.4 | |
| AFL | 36,008.8 | 3.4 | |
| GOOG | 1,482,566.4 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 92.5 |
| (b) Individuals (high net worth individuals) | 108 | 305.1 |
| (c) Banking or thrift institutions | 0 | 16.8 |
| (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 | 42 | 46.8 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 28 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,454 | 475.0 |
| By Discretionary | ||
| Discretionary | 1,452 | 474.9 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,454 | 475.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 474.5 | |
| Total | 1,454 | 475.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001660694] |
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|---|---|---|
|
Tucker Asset Management LLC
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|
CO | 0.5 |
|
Compass Capital Corporation
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IL | 0.5 |
|
Westshore Wealth LLC
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