Goss Wealth Management LLC is a large advisory firm based in Baton Rouge. It manages $447.2 million of regulatory assets for 2,668 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Georgia, Louisiana, Mississippi, and Texas.
Goss Wealth Management 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 doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Goss Wealth Management LLC is $447.2 million. The firm's AUM has grown by 302% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Goss Wealth Management 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.
The principal office where Goss Wealth Management LLC performs its advisory services is located at 6300 Corporate Blvd, Baton Rouge, LA 70809, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 225-930-4677. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at gosswealthmanagement.com.