Investment adviser · CRD 16906

GBS ADVISORS

Investment adviser filing (IA)

GBS FINANCIAL CORP.

SANTA ROSA, CA, United States · Form ADV filed Aug 11, 2014

Regulatory AUM
$811M
Form ADV · Item 5.F
Client accounts
354
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
21
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 11, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

558 B STREET
SANTA ROSA, CA, 95401-5274, United States

CRD 16906

Filing source

Form ADV 838780 · Aug 11, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.