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GPS FINANCIAL, LLC
CRD 290227 · SEC 801-112019
141 SULLYS TRAIL, SUITE 8A, PITTSFORD, NY, 14534, United States
Phone
585-598-9111
Fax
(585)598-9105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$77.3M
Discretionary AUM
$77.3M
Team
2 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | $60.2M |
| High net worth individuals | 14 | $17.1M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD