GPS FINANCIAL GROUP, LLC

Overview

GPS Financial Group, LLC is an independent registered investment adviser operating as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering fee arrangements that include a percentage of assets under management and hourly billing. Core advisory services listed by the firm are financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. GPS does not identify itself as an active ESG investor and is not positioned as a capital allocator; its alternative exposure appears to be implemented through external managers and vehicle-level allocations rather than direct private equity commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices