GFS PRIVATE WEALTH, LLC

GFS PRIVATE WEALTH, LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 164467). Regulatory assets under management: $356.3M.

Registration

• CRD: 164467
• SEC file number: 801-76912
• Type: Registered investment adviser
• Location: 2475 ENTERPRISE ROAD, CLEARWATER, FL, 33763-1100
• Phone: 727-614-4333
• Latest filing: 2018-04-30
• Regulatory AUM: $356.3M
• Discretionary AUM: $355.9M
• Non-discretionary AUM: $426K
• Clients: 8
• Accounts: 81

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 164467 on SEC IAPD (source of record)
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