Overview
Assets Under Management: $128 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 33
Average Client Assets: $3.2 million
Frequently Asked Questions
GPS INVESTMENTS 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 #333381), GPS INVESTMENTS is subject to fiduciary duty under federal law.
GPS INVESTMENTS is headquartered in SCOTTSDALE, AZ.
GPS INVESTMENTS serves 33 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, GPS INVESTMENTS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GPS INVESTMENTS manages $128 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, GPS INVESTMENTS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.34%
Average Client Assets: $3.2 million
Total Client Accounts: 352
Discretionary Accounts: 352
Regulatory Filings
CRD Number: 333381
Filing ID: 2080425
Last Filing Date: 2026-03-26 18:52:59