GS Investment Inc

RIASEC Registered

Total AUM

$192M

Discretionary

$190M

99% of AUM

Avg account

$1.1M

Accounts

176

Employees

3

Advisory reps

3

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: HNWI75.01%
Charitable Organizations17.48%
Individuals7.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GS Investment Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 1999. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. The firm reports a preference for equities and does not identify as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
State & Local Bonds6%
US Government Bonds4%
Investment Grade Corp Bonds4%
Cash & Cash Equivalents4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 36

Active vs passive

$15.5M in ETFs

Passive

98%

$15.2M

Active

2%

$294K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	Vanguard	Passive	Foreign Large Blend	$3.6M	51,065	23.29%

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Primary office

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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