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 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: 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 3141
SCOTTSDALE, 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.