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Gsb Wealth Management, LLC

● SEC registered since 2003CRD 124867SEC# 801-61932Guilford, CT
Export (members)
Reg. AUM
$540.4M
Employees
14
Accounts
1,479
Location
Guilford, CT

Gsb Wealth Management, LLC assets under management

Gsb Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Guilford, CT. The firm has been registered since 2003. It reports $540.4 million in regulatory assets under management and employs 14 people.
www.linkedin.com/company/grey-ledge-advisors/mycompanyView on SEC.gov ↗

Gsb Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Colleen A Venter ControlChief Compliance OfficerUnder 5%2006
Kenneth Robert Russell ControlPresident And Chief Executive OfficerUnder 5%2020
The Guilford Savings Bank ControlOwnerOver 75%2011

Frequently asked questions

How much does Gsb Wealth Management, LLC manage?

Gsb Wealth Management, LLC reports $540.4 million in regulatory assets under management on its Form ADV.

How many employees does Gsb Wealth Management, LLC have?

Gsb Wealth Management, LLC reports 14 employees.

Where is Gsb Wealth Management, LLC located?

Gsb Wealth Management, LLC is based in Guilford, CT and has been SEC-registered since 2003.

Does Gsb Wealth Management, LLC disclose fund performance?

Gsb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Park Street, Guilford, CT 06437
Phone203-453-9075
Office hours8:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1660694
Discloses disciplinary historyNo

Assets under management

Discretionary$540.4M
Non-discretionary$47K
Total (RAUM)$540.4M