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GCR FINANCIAL SERVICES, LLC
CRD 151821
2020 CALAMOS CT, STE. 200, NAPERVILLE, IL, 60563, United States
Phone
630-344-9235
Fax
866-392-1760
Registration
— (—)
Source
State registered
Total AUM
$47.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.1M |
| High net worth individuals | 21 | $41.4M |
Official SEC filing: View on IAPD