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GAP FINANCIAL SERVICES OR GAP FINANCIAL

GAP FINANCIAL SERVICES, LLC

CRD 288703

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$100.6M

Discretionary AUM

$100.6M

Team

6 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals24$3.4M
High net worth individuals61$96.4M
Pension/profit sharing plans2$888K

All web addresses on file

Official SEC filing: View on IAPD