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GROSS DOMESTIC PRODUCT, INC
CRD 147588 · SEC 801-133969
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.4M
Discretionary AUM
$139.4M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CASH FLOW COACHING, CONCIERGE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.2M |
| High net worth individuals | 39 | $121.6M |
| Charitable organizations | 1 | $1.7M |
| Corporations/business entities | 3 | $6.9M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD