$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- North
- Established Date
- 03-23-2016
- Office Locations
- 1
Office Locations
-- Alexandria VA
About GB Investments LLC
GB Investments LLC is a founder-led investment advisory in Alexandria, VA serving retail investors, including business owners. The firm focuses on disciplined asset allocation and risk management, with portfolios primarily implemented through ETFs and some mutual fund use. It reports custody through Interactive Brokers.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$122.2K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Signal
Client Personas
Optima
Custodian
Catalyst
Investment Themes
Summit Focus
Investment Vehicles
Summit zenith
Platform
Glacier
Technology
Catalyst
Owner & Executives
G
Gobinath Balasubramanian
Chief Executive Officer, Chief Investment Officer, President
- CRD
- #6624164
- Ownership
- 75% or more
(775) 901-3894
peak.insight@vectorcapital.com
in linkedin.com/in/peak-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,200,000
Equity - Exchange:
38.1% Cash:
61.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $859,658,497 | 38.1% |
| Cash | $1,396,663,018 | 61.9% |
| Total | $2,256,321,515 | 100.0% |