Assets Under Management
$880.4M
Number of Clients
1,490
Number of Advisors
29
Average Client AUM
$591K
AUM per Advisor
$30.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
GSEP provides investment advisory services including asset management, comprehensive portfolio management, and financial planning. They tailor investment strategies to client needs, monitor portfolios, and offer financial planning and consulting services.
201 E. Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707