GPS INVESTMENTS

RIASEC RegisteredEst. 2024

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$363K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 333381
Registered since: November 5, 2024
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.34%
Individuals16.66%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

GPS Investments is an independent, privately owned registered investment adviser organized as a corporation. The firm registered with the SEC in 2024 and positions itself as a capital allocator serving individual and family clients. Compensation is a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. GPS Investments does not present itself as an active ESG investor and is classified as a single-state adviser in the source data.