Investment adviser · CRD 165178
PRIVATE CLIENT GROUP
Investment adviser filing (IA)
GFS, INC.
SCOTTSDALE, AZ, United States · Form ADV filed Apr 25, 2014
- Regulatory AUM
- $114M Form ADV · Item 5.F
- Client accounts
- 705 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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: Apr 25, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
8275 EAST BELL ROAD, SUITE 3141SCOTTSDALE, AZ, 85260, United States
CRD 165178
Filing source
Form ADV 820162 · Apr 25, 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.