Overview
Assets Under Management: $152 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 43
Average Client Assets: $2.4 million
Frequently Asked Questions
GPS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136330), GPS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GPS CAPITAL MANAGEMENT, LLC is headquartered in SAN RAMON, CA.
GPS CAPITAL MANAGEMENT, LLC serves 43 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, GPS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
GPS CAPITAL MANAGEMENT, LLC manages $152 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, GPS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.30%
Average Client Assets: $2.4 million
Total Client Accounts: 435
Discretionary Accounts: 348
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 136330
Filing ID: 1197068
Last Filing Date: 2018-03-28 12:22:00