|
⚲
|
| GVS Financial Group Inc
✚
|
|
|---|---|
| CRD # | 129337 |
| SEC # | 801-135584 |
| CIK # | |
| AUM | $118.0 M (2026-02-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-507-7955 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.9 |
| (b) Individuals (high net worth individuals) | 31 | 107.0 |
| (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 | 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 | 3 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 118.0 |
| By Discretionary | ||
| Discretionary | 140 | 89.4 |
| Non-Discretionary | 25 | 28.6 |
| Total | 165 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 165 | 118.0 |
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|---|---|---|
|
Terrafirma Wealth Partners LLC
✚
|
CA | 0.1 |
|
Smith & Co Advisory LLC
✚
|
TN | 0.1 |
|
TONE Capital LLC
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|
VA | 0.1 |
|
LCV Management LP
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|
0.1 | |
|
CS Advisors Inc
✚
|
FL | 0.1 |
|
Crosspoint Capital Strategies LLC
✚
|
CA | 0.1 |
|
One Life Financial Group Inc
✚
|
0.1 | |
|
ARK Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Wealth Engineers LLC
✚
|
CO | 0.1 |
|
Kinnamon & Associates Ltd II
✚
|
IL | 0.1 |