GBS Investments
Firm details
- Headquarters
- Marion, Indiana
- CRD number
- 344535
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GBS Investments is organized as a corporation and is owned by an individual. The firm’s public profile emphasizes two primary activities: acting as an insurance broker and providing portfolio management services targeted at individuals and small businesses. Its advisory fees are structured as a percentage of assets under management. The firm is not positioned as an ESG-focused manager and is not identified as a multi-state adviser. GBS Investments is classified as "unclassified" in the source data and is not described as a capital allocator or a pension consultant. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Scott Olds
President, Investment AdvisorCRD 5166111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marion, IN
Grant
Location
Marion, IN
Headquartered in Marion, IN, in the Midwest of the United States.
- Region
- Midwest
- County
- Grant
- Address
- 1912 W 2nd St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Phillips Financial
RIAFort Wayne, IN
FI3 Financial Advisors, LLC
RIAIndianapolis, IN
Winthrop Capital Management
RIACarmel, IN
CBG & Company, Inc.
RIAFishers, IN
Kestrel Wealth Management, LLC
RIASouth Bend, IN
MJ Retirement
RIACarmel, IN