G
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Eagle signalDelta beacon +more
- Established Date
- 12-07-2012
- Office Locations
- 1
Office Locations
-- West Chester PA
About GDS Investments, LLC
GDS Investments, LLC is an independent RIA in West Chester, PA led by portfolio manager Glenn D. Surowiec. The firm provides private investment management for individual and joint taxable accounts and IRAs, applying a long-term value-investing approach focused on buying securities at a discount to fair value. Clients can view account activity online, and the firm publishes periodic market/client updates from Glenn’s desk.
Team overview
52 AVG AGE
$19.7M AVG AUM / ADVISOR
$491.8K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Vital pioneer Momentum Crest Foundation meridian
Custodian
Pathway momentum Pioneer zenith Oak Legacy ridge
Investment Themes
Momentum
Investment Vehicles
Unison eagle
Services
Frontier legacy Alpha Oak
Technology
Delta crest Zenith Glacier alpha Signal prime
Owner & Executives
GLENN DAVID SUROWIEC
Managing Member, Portfolio Manager
- CRD
- #4557641
- Ownership
- 75% or more
(770) 397-9246
quantum.timber@insightcapital.com
in linkedin.com/in/unison-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,672,632 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,672,632 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,672,632
Equity - Exchange:
55.8% U.S. Government/Agency:
44.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $808,609,206 | 55.8% |
| U.S. Government/Agency | $640,511,234 | 44.2% |
| Total | $1,449,120,440 | 100.0% |