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GBC INVESTMENT GROUP

· CRD 308511 · IAPD ↗ · 386-516-4759

$303.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — GBC INVESTMENT GROUP reported RAUM up 30% ($212.2M -> $274.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.