GS Investment Inc
Firm details
- Headquarters
- Eagan, Minnesota
- CRD number
- 107782
- Registered since
- March 4, 1999
- Website
- www.gsinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.89%
- Charitable Organizations11.63%
- Individuals4.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GS Investment Inc is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1999. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional clients. Registered advisory activities listed include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Regulatory filings indicate GS Investment Inc does not identify as a capital allocator and is not registered as a multi-state adviser or pension consultant. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Greg Cunningham
Owner and Managing PrincipalCRD 2541370
John Steinke
Founder and Managing PrincipalCRD 1335477
Glenn Steinke
Founder and Managing PrincipalCRD 2364079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$16.5M in ETFs
96%
$15.9M
4%
$609K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $3.6M | 51,065 | 22.10% |
Location
Eagan, MN
Dakota
Location
Eagan, MN
Headquartered in Eagan, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 860 Blue Gentian Rd
- Time zone
- CT (UTC-6)
- Office locations
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