Global Portfolio Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 287693
- Fee structure
- Other
- Client types
- Individuals67.48%
- HNWI32.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Global Portfolio Services LLC operates as a limited liability company focused primarily on providing portfolio management services for individuals and small businesses. The firm caters to a client base that includes both individual investors and families, offering tailored investment strategies to meet their unique financial goals. While the firm does not actively engage in ESG investing, it has established a reputation for its personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities9%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Michael Mais
Chief Investment OfficerCRD 1927076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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