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Overview Share
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New Orleans, Louisiana
$4.2 billion AUM
44 offices

Goss Advisors is based in New Orleans, Louisiana and has $4.2 billion in assets under management.

Location
858 Camp Street
New Orleans, LA 70130
Contact
$4.2 billion
AUM
167
Employees
AUM Share
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$4,167,058,675
Assets under management
15,630 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 9,268 $2,220,854,462 53% $239,626
High net worth individuals 1,115 $1,205,052,284 29% $1,080,764
Pooled investment vehicles 2 $448,763 0% $224,382
Pension and profit sharing plans 144 $33,138,356 1% $230,127
Charitable organizations 58 $65,858,789 2% $1,135,496
Other corporations or businesses 154 $230,358,115 6% $1,495,832
Employees Share
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167
Employees
137
Investment analysts
82% of total employees
AUM per employee Share
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$4,167,058,675
Assets under management
$24,952,447
AUM per employee
$30,416,487
AUM per investment analyst
About Share
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Compensation

Goss Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Goss Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 171,351
SEC number 801-79876
Legal structure Limited Liability Company
Legal governance Louisiana, United States
Latest ADV filing date May 22, 2020

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