CRD: 112818
GB Associates, Inc.
Shoreview, MN
6125998467
$25.2M Total AUM
$25.2M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
39 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-1987
- Office Locations
- 1
Office Locations
-- Shoreview MN
About GB Associates, Inc.
GB Associates, Inc. is a Shoreview-based RIA. The firm has been operating for 39 years. Managing $25.2M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and UBS.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Pioneer vertex
Client Personas
Timber
Investment Themes
Pathway crest
Investment Vehicles
Wave
Owner & Executives
RICHARD H SHULMAN
Chairman, President, TREASURER
- CRD
- #848060
- Ownership
- 75% or more
(731) 293-4958
north.ember@radialcapital.com
in linkedin.com/in/optima-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,177,788 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,177,788 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,177,788
U.S. Government/Agency:
16.9% Cash:
24.1% Equity - Exchange:
59.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,486,113,488 | 16.9% |
| Cash | $2,119,250,595 | 24.1% |
| Equity - Exchange | $5,188,206,851 | 59.0% |
| Total | $8,793,570,934 | 100.0% |