Gross Domestic Product, Inc
Firm details
- Headquarters
- ,
- CRD number
- 147588
- Registered since
- July 28, 2025
- Website
- gdpinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.21%
- Individuals6.6%
- Corporations / Businesses4.98%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gross Domestic Product, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients, with some institutional relationships. The firm operates on a discretionary basis and uses a mix of fee models — percentage of assets under management, hourly charges and fixed fees — to deliver services. Investment activity, as reported, shows a clear tilt toward pooled public funds and mutual funds as the primary vehicle for market exposure, while alternative allocations are focused on real estate via third‑party managers. The firm does not identify itself as an active ESG investor. Manager allocation preferences emphasize third‑party fund managers for alternative real estate exposure and public mutual funds for core equity and fixed‑income positions. The adviser appears to keep implementation lean: custody is concentrated at a single custodian and the majority of assets are held in mutual fund vehicles rather than in direct single‑stock positions or wide use of ETFs, according to the firm filing.
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 Funds52%
- Exchange Traded Equities44%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1
Sonia Goforth
Chief Compliance OfficerCRD 2544170
Contacts
1 of 1
Scott Bell
AdvisorCRD 4298614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Braeside Investments, LLC
RIADallas, TX
Encircle Financial Strategies
RIAThe Scott S. James Company
RIAFalls Church, VA
Teza Capital Management LLC
RIAChicago, IL
Alteris Capital Partners, LLC
RIAHouston, TX
Beyond Wealth Management Group, LLC
RIANew Paltz, NY