CRD: 129337
GVS Financial Group, Inc.
Palm Beach, FL
5165077955
$118.0M Total AUM
$89.4M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2004
- Office Locations
- 1
Office Locations
-- Palm Beach FL
About GVS Financial Group, Inc.
GVS Financial Group, Inc. is a Palm Beach-based RIA. The firm has been operating for 22 years. Managing $118.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$118.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Element
Client Personas
Legacy
Investment Themes
Glacier Atlas crest
Investment Vehicles
Frontier Zenith
Services
Vital delta Bridge catalyst Unison Summit pathway Zenith timber Beacon element Ember
Owner & Executives
GREGG VINCENT SESSA
Chief Compliance Officer, President
- CRD
- #1873003
- Ownership
- 75% or more
(558) 577-6362
alpha.glacier@deltacapital.com
in linkedin.com/in/momentum-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,376,208 | $638,401 |
| Non-Discretionary | $28,600,000 | $1,144,000 |
| Total | $117,976,208 | $715,007 |
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Separately Managed Accounts
Total SMA Asset: $117,976,208
Equity - Exchange:
13.6% Public Funds:
20.8% U.S. Government/Agency:
13.3% Cash:
11.8% Equity - OTC:
11.3% Derivatives:
9.0% Private Funds:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $588,232,308 | 13.6% |
| Public Funds | $899,649,413 | 20.8% |
| U.S. Government/Agency | $575,256,596 | 13.3% |
| Cash | $510,378,032 | 11.8% |
| Equity - OTC | $488,751,844 | 11.3% |
| Derivatives | $389,271,380 | 9.0% |
| Private Funds | $873,697,988 | 20.2% |
| Total | $4,325,237,561 | 100.0% |