Gsg Advisors LLC (Marlton)


Gsg Advisors LLC is a large advisory firm based in Marlton. It manages $338.72 million of regulatory assets for 424 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Gsg Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gsg Advisors: assets under management

The assets under management (AUM) of Gsg Advisors LLC is $338.72 million. The firm's AUM has grown by 719% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300.27 million in discretionary accounts and $38.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $850.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $541.44 thousand.
Gsg Advisors has custody of $7.36 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 43% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in non-exchange traded securities form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gsg Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gsg Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Gsg Advisors is high net worth individuals with 111 clients and $327.5 million of assets under management. Among the 7 most similar advisory firms, Gsg Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $335.52 million for 126 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gsg Advisors doesn't advise any private funds.

Careers at Gsg Advisors LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jon Michael Greer Member/chief compliance officer 1 Jul 2002 25% - 50% 4634529
Christopher Matthew Greer Member 1 Jul 2002 25% - 50% 2262395
Joseph Edward Scocca Member 1 Jul 2002 25% - 50% 4456560
Alexandra Marie Skornia Managing member/chief compliance officer 1 Dec 2008 75% - 100% 5626332
Kent Scott Skornia Managing member/chief compliance officer 1 Dec 2008 75% - 100% 4497076

Based in Marlton

The principal office where Gsg Advisors LLC performs its advisory services is located at Five Greentree Centre, Marlton, NJ 08053, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-234-9595 or by fax 908-325-0258. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at gsgadvisors.com.