Portfolio Investments, Inc. is listed as Shareholder at Gbm Wealth Management, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Gbm Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Portfolio Investments, Inc. work?
Portfolio Investments, Inc. is listed as Shareholder at Gbm Wealth Management, Inc. on SEC Form ADV.
How much of Gbm Wealth Management, Inc. does Portfolio Investments, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.