Investment adviser · CRD 126603
GSK WEALTH ADVISORS, INC.
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Jun 21, 2016
- Regulatory AUM
- $308M Form ADV · Item 5.F
- Client accounts
- 935 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Jun 21, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
515 E. LAS OLAS BOULEVARD, 5TH FLOORFORT LAUDERDALE, FL, 33301, United States
CRD 126603
Filing source
Form ADV 1025299 · Jun 21, 2016 · 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.