Overview
Assets Under Management: $120 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
GROSS DOMESTIC PRODUCT, INC 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 #147588), GROSS DOMESTIC PRODUCT, INC is subject to fiduciary duty under federal law.
GROSS DOMESTIC PRODUCT, INC serves 37 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, GROSS DOMESTIC PRODUCT, INC offers financial planning and portfolio management for individuals. View all service details ↓
GROSS DOMESTIC PRODUCT, INC manages $120 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, GROSS DOMESTIC PRODUCT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 147588
Filing ID: 2028916
Last Filing Date: 2025-11-20 10:08:24
Website: 0