GCB Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 292356
- Website
- www.gcbprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.91%
- Individuals26.87%
- Pension & Profit Sharing Plans13.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
GCB Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Core services listed in its filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements range across percentage of assets under management, hourly charges, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents15%
- Derivatives9%
- US Government Bonds3%
Contacts
2 of 2
Althea Maravelas
Investment Adviser RepresentativeCRD 5094765
Bradley Bolnick
Managing Partner and Wealth AdvisorCRD 5597614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Davis & Wehrle, LLC
RIARound Rock, TX
Bill Losey Retirement Solutions, LLC
RIABTC Financial Management Co
RIABethany, MO
Index Wealth Advisors, LLC
RIAOverland Park, KS
Jaguar Investment Services, Ltd
RIAMarana, AZ
Trinity Capital Management, LLP
RIABrookhaven, GA