RIA Intel›Advisers›Minnesota›GB ASSOCIATES, INC.

GB ASSOCIATES, INC.

Advisory

MN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$812K

across 31 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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ANALYTICS INVESTMENT ADVISORS INC

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CHRISTENSEN GROUP FINANCIAL, LLC

EDEN PRAIRIE, MN

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