PIERSHALE FINANCIAL GROUP, INC.
  • PIERSHALE FINANCIAL GROUP, INC.
  • GS WEALTH ADVISORY GROUP, INC.

Adviser Profile

As of Date 09/28/2023
Registration status Terminated
ADV Location BARRINGTON, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 264,093,346 -11%
of that, discretionary 242,501,733 -12%
Number of Employees 8
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 211,444 -13%
% High Net Worth 15.86% -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

274M 235M 196M 157M 117M 78M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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