Gbs Financial Corp. (Santa Rosa)

Gbs Financial Corp. is a large advisory firm based in Santa Rosa. It manages $811.27 million of regulatory assets for 354 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 24 other states.

Gbs Financial Corp provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gbs Financial Corp: assets under management

The assets under management (AUM) of Gbs Financial Corp. is $811.27 million. The firm's AUM has grown by 1716% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $727.13 million in discretionary accounts and $84.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.38 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $447.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gbs Financial Corp. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gbs Financial Corp.

Donald Gerard Gloisten has been acting as President since 1 Jul 1985. Stephen Roy Kinkade joined the executive team most recently as the Chief Financial And Operation Principal.

Direct owners and executive officers

Based in Santa Rosa

The principal office where Gbs Financial Corp. performs its advisory services is located at 558 B Street, Santa Rosa, CA 95401 5274 The mailing address of the firm is 558 B Street, Santa Rosa, CA 95401 5274. An additional office of the firm is in Ventura, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-568-2400 or by fax 707-568-2401. The normal business hours are 7-4 on Monday - Friday. You can find more information about the New York firm at www.gbsfinancial.com.

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