G
CRD: 151821
GCR Financial Services, LLC
Naperville, IL, 60563
6303449235
$47.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2009
- Office Locations
- 1
Office Locations
2020 Calamos CT, Ste. 200 Naperville IL
About GCR Financial Services, LLC
GCR Financial Services, LLC is a Naperville-based RIA. The firm has been operating for 16 years. Managing $47.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$47.4M AVG AUM / ADVISOR
$968.1K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Fusion ridge Vertex Unison
Investment Themes
Fusion Eagle bridge
Investment Vehicles
Peak
Services
Meridian Peak timber Vertex summit Horizon Vertex alpha Pioneer Radial meridian Unison optima
Owner & Executives
G
GARY CHRISTOPHER RYCHTANEK
Director, Managing Member
- CRD
- #4334091
- Ownership
- 75% or more
(435) 969-3420
glacier.pioneer@focuscapital.com
in linkedin.com/in/timber-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $47,436,406 | -- |
| Total | $47,436,406 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,436,406
Equity - Exchange:
26.4% Cash:
58.5% U.S. Government/Agency:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $764,877,919 | 26.4% |
| Cash | $1,694,899,934 | 58.5% |
| U.S. Government/Agency | $437,486,992 | 15.1% |
| Total | $2,897,264,845 | 100.0% |