|
⚲
|
| GSG Advisors LLC
✚
| |
|---|---|
| CRD # | 131511 |
| SEC # | 801-63239 |
| CIK # | 0001995773 |
| AUM | $642.8 MM (2024-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 856-234-9595 |
| Address | 307 Fellowship Road Mount Laurel, NJ 08054 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.3 | |
| MSFT | 1,918,222.4 | 8.9 | |
| AMZN | 1,092,997.8 | 5.9 | |
| NVDA | 399,550.0 | 4.8 | |
| PANW | 49,011.6 | 2.1 | |
| APP | 13,704.2 | 1.7 | |
| GOOG | 1,482,566.4 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 13.5 |
| (b) Individuals (high net worth individuals) | 141 | 623.5 |
| (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 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 642.8 |
| By Discretionary | ||
| Discretionary | 450 | 571.8 |
| Non-Discretionary | 66 | 71.0 |
| Total | 516 | 642.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 642.8 | |
| Total | 516 | 642.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001995773] |
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|---|---|---|
|
JT Stratford LLC
✚
|
GA | 0.6 |
|
Bell Investment Advisors Inc
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|
CA | 0.6 |
|
Bruton Chisnell Advisors LLC
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PA | 0.6 |
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Lincoln Capital LLC
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NE | 0.6 |
|
Navigation Group LLC
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CA | 0.6 |
|
Lebenthal Diversified Asset Management Inc
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NY | 0.6 |
|
Riverpoint Wealth Management Holdings LLC
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IL | 0.6 |
|
CCG Wealth Management LLC
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|
CA | 0.6 |
|
EPG Wealth Management LLC
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GA | 0.6 |
|
TCP Asset Management LLC
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|
OH | 0.6 |