Gbs Investment Consulting, LLC (Itasca)

Name: Gbs Investment Consulting, LLC
Address: Two Pierce Place, Itasca, IL, 60143 3141
Telephone: 630-285-3564

Gbs Investment Consulting, LLC is a large advisory firm based in Itasca. It manages $45.51 billion of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of District of Columbia, Florida, Illinois, and 4 other states.

Gbs Investment Consulting provides portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gbs Investment Consulting: assets under management

The assets under management (AUM) of Gbs Investment Consulting, LLC is $45.51 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.67 billion in discretionary accounts and $43.84 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $227.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gbs Investment Consulting, LLC 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 Gbs Investment Consulting, LLC

Michael Joseph Dicenso has been acting as President since 1 May 2007. Francis Xavier Lilly joined the executive team most recently as the Area Chairman Independent Fiduciary Services Division.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Gallagher Benefit Services	Entity	1 May 2007	75% - 100%	36-4291971
Michael Joseph Dicenso	President	1 May 2007	Other	1663812
John Joseph Caraher	Vp/cfo	1 May 2007	Other	4834715
Kerry Stephen Abbott	Secretary	1 May 2007	Other	5481731
Jack Henry Lazzaro	Treasurer	1 May 2007	Other	5481735
Theresa Anne Scotti	Area president yanni partners division	1 Jan 2008	Other	417309
Frank Nicholas Domeisen	Area vice president yanni partners division	1 Jan 2008	Other	2491363
Charles William Gregor	Chief compliance officer	1 Jan 2008	Other	706299
Frank Nicholas Domeisen	Area president yanni partners division	1 Jan 2011	Other	2491363
Francis Xavier Lilly	Area chairman independent fiduciary services division	1 Jun 2011	Other	1879491
Samuel William Halpern	Area president independent fiduciary services division	1 Jun 2011	Other	4521084
Diana Fay Butts	Vice president	1 Jun 2011	Other	3236005
Jerome Stephen Hanner	Vice president	1 Jun 2011	Other	2299706
Paul Francis Wasikowski	Vice president -- tax	1 Jun 2011	Other	5039979
Lisa Ann Coyne	Assistant vice president -- tax	1 Jun 2011	Other	5303724
April Hanes Dowd	Secretary	1 Jun 2011	Other	5946670

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Arthur J. Gallagher & Co.	Owner	1 Apr 1999	75% - 100%	36-2481781

Based in Itasca

The principal office where Gbs Investment Consulting, LLC performs its advisory services is located at Two Pierce Place, Itasca, IL 60143 3141, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-285-3564 or by fax 630-285-3483. The normal business hours are 9:00 am to 5:00 pm cst on Monday - Friday. You can find more information about the New York firm at www.yannipartners.com.