Gsk Wealth Advisors, Inc. (Fort Lauderdale)

Name: Gsk Wealth Advisors, Inc.
Address: 515 E. Las Olas Boulevard, Fort Lauderdale, FL, 33301
Telephone: 954-919-5737

Gsk Wealth Advisors, Inc. is a large advisory firm based in Fort Lauderdale. It manages $308 million of regulatory assets for 935 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Georgia, Louisiana, Nebraska, and New York.

Gsk Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and third party administrator fees. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gsk Wealth Advisors: assets under management

The assets under management (AUM) of Gsk Wealth Advisors, Inc. is $308 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $329.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gsk Wealth Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gsk Wealth Advisors, Inc.

Jeffrey Bruce Koch has been acting as President since 1 Apr 1996. Christopher Gerald Widing joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Bruce Koch	President	1 Apr 1996	Other	2779737
Bernard Jay Schinder	Chief compliance officer	1 Oct 2004	Other	2779732
P.A. Goldstein Schechter Koch	Owner	1 Mar 2008	75% - 100%	65-0209137
Sanford Bernard Horwitz	Director	1 Jan 2015	Other	3159244
Maria Mas Blet	Ceo	1 Jan 2015	Other	5893018
Christopher Gerald Widing	Chief compliance officer	1 Jun 2016	Other	3121011

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Bruce Koch	Partner	1 Jan 2008	Other	2779737

Based in Fort Lauderdale

The principal office where Gsk Wealth Advisors, Inc. performs its advisory services is located at 515 E. Las Olas Boulevard, Fort Lauderdale, FL 33301, which is also the mailing address of the firm. An additional office of the firm is in Coral Gables, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-919-5737 or by fax 954-962-1021. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gskadvisors.com/.