GFS PRIVATE WEALTH, LLC
Legal name: GFS PRIVATE WEALTH
CRD #164467 SEC #801-76912 CLEARWATER, FL 727-614-4333
SEC Registered
Total AUM
$356.3M
Discretionary
$355.9M
Employees
8
Clients
0
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $356.3M | $355.9M | $426.1K | 8 | 81 |
| Mar 2018 | $356.3M | $355.9M | $426.1K | 8 | 81 |
| Mar 2017 | $313.7M | $310.6M | $3.1M | 8 | 26 |
| May 2016 | $293M | $289.5M | $3.5M | 8 | 26 |
| Mar 2016 | $293M | $289.5M | $3.5M | 8 | 26 |
| Mar 2015 | $308.1M | $304.8M | $3.3M | 8 | 100 |
| Mar 2014 | $289.5M | $287.3M | $2.3M | 8 | 100 |
| Mar 2013 | $231.5M | $231.5M | $0 | 3 | 100 |
| Dec 2012 | $216.6M | $216.6M | $0 | 3 | 0 |
| Nov 2012 | $216.6M | $216.6M | $0 | 4 | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateApr 2018
Total AUM$356.3M
Discretionary$355.9M
Non-Disc.$426.1K
Employees8
Clients81
DateMar 2018
Total AUM$356.3M
Discretionary$355.9M
Non-Disc.$426.1K
Employees8
Clients81
DateMar 2017
Total AUM$313.7M
Discretionary$310.6M
Non-Disc.$3.1M
Employees8
Clients26
DateMay 2016
Total AUM$293M
Discretionary$289.5M
Non-Disc.$3.5M
Employees8
Clients26
DateMar 2016
Total AUM$293M
Discretionary$289.5M
Non-Disc.$3.5M
Employees8
Clients26
DateMar 2015
Total AUM$308.1M
Discretionary$304.8M
Non-Disc.$3.3M
Employees8
Clients100
DateMar 2014
Total AUM$289.5M
Discretionary$287.3M
Non-Disc.$2.3M
Employees8
Clients100
DateMar 2013
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees3
Clients100
DateDec 2012
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2012
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0