|
⚲
|
| Gusto Investment Services LLC
✚
|
|
|---|---|
| CRD # | 281515 |
| SEC # | 801-106732 |
| CIK # | |
| AUM | $12.0 B (2026-05-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-228-3491 |
| Address | 525 20th Street San Francisco, CA 94107 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57,744 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 34,422 | 0.4 |
| Total | 500,455 | 12.0 |
| By Discretionary | ||
| Discretionary | 449,890 | 8.6 |
| Non-Discretionary | 50,565 | 3.4 |
| Total | 500,455 | 12.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.0 | |
| Total | 500,455 | 12.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westwood Management Corp
✚
|
TX | 12.5 |
|
Prospera Financial Services Inc
✚
|
TX | 12.4 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 12.2 |
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 12.1 |
|
Stonebridge Advisors LLC
✚
|
CT | 11.8 |
|
Greenhaven Associates Inc
✚
|
NY | 11.7 |
|
CSM Advisors LLC
✚
|
PA | 11.7 |
|
Gateway Investment Advisers LLC
✚
|
OH | 11.6 |
|
Everett Harris & Co
✚
|
CA | 11.5 |
|
QRG Capital Management Inc
✚
|
PA | 11.4 |