GFS PRIVATE WEALTH, LLC

GFS PRIVATE WEALTH
CLEARWATER, Florida·2 registered advisors·CRD# 164467
SEC# 801-769120727-614-4333
01

Firm Overview

AUM
$356M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GFS PRIVATE WEALTH, LLC

2 registered advisors
Glen Parker Willsey
CLEARWATER, Florida
Greg Alan Willsey
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
2 advisors

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Data sourced from SEC Form ADV filings. GFS PRIVATE WEALTH, LLC (CRD# 164467) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.