GSB Wealth Management is an investment advisor in Guilford with $529.98 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61551472
SEC advisor number
801-61932
FINRA CRD number
124867
AUM ?
$475.01 mm
(as of 29 Feb 24)
Accounts
1,454
(as of 29 Feb 24)
Employees
13
(7 investment advisory or research)
Address
GSB Wealth Management
2614 BOSTON POST ROAD, SUITE 16A
GUILFORD
CT 06437
2614 BOSTON POST ROAD, SUITE 16A
GUILFORD
CT 06437
Phone
203-453-9075
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22