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GPS INVESTMENTS
GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381 · SEC 801-131396
7702 EAST DOUBLETREE RANCH ROAD, SUITE 300, SCOTTSDALE, AZ, 85258, United States
Phone
602-558-1211
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.7M
Discretionary AUM
$127.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $21.3M |
| High net worth individuals | 33 | $106.4M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD