AUMdb

Gosselin Consulting Group Llc

SEC-registered Investment Adviser CRD 161019 · SEC file 801-73128 · Braintree, MA · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of Mar 18, 2026
Regulatory AUM
Discretionary
Clients
14
Avg AUM / client
Accounts
Employees
3

AUM over time

$0 $0
Feb 1, 2012 May 16, 2012

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026

Who they serve

Client typeClientsAUM% of AUM
Pension and profit sharing plans 14

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Charles, Shawn, Michael Managing Partner, Co Founder, Chief Compliance Officer May 2010 (16y) 25% – 50%
Gosselin, Peter, John Managing Partner, Co Founder May 2010 (16y) 50% – 75%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/18/2026 850 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Pension consulting services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.

View current Form ADV (SEC/IAPD) ↗