GDS Investments, LLC
RIAState Registered
Total AUM
$19.7M
Discretionary
$19.7M
100% of AUM
Avg account
$437K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 165871
- Website
- www.gdsinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.1%
- Individuals31.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GDS Investments, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that focuses on portfolio management for individual and small business clients. The firm charges fees as a percentage of assets under management and serves individual and family accounts rather than institutional mandates. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 Equities90%
- US Government Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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