CRD: 155999
G&s Wealth Management LLC
Elko, NV, 89801
7757778497
$8.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2011
- Office Locations
- 1
Office Locations
475 Railroad Street Elko NV
About G&s Wealth Management LLC
G&s Wealth Management LLC is a Elko-based RIA. The firm has been operating for 15 years. Managing $8.7M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$142.6K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Momentum radial Wave Vertex ember Eagle
Client Personas
Eagle insight
Investment Vehicles
Harbor atlas
Services
Horizon beacon
Owner & Executives
J
JAMES CORTER GLENNON
General Manager, Vice President
- CRD
- #5599140
- Ownership
- 75% or more
(698) 292-2400
glacier.value@quantumcapital.com
in linkedin.com/in/glacier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,697,853 | -- |
| Total | $8,697,853 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,697,853
Equity - Exchange:
49.1% Public Funds:
39.1% Cash:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,159,850,605 | 49.1% |
| Public Funds | $1,719,962,498 | 39.1% |
| Cash | $519,067,966 | 11.8% |
| Total | $4,398,881,069 | 100.0% |