Gross Domestic Product, Inc

RIASEC RegisteredEst. 2025
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$598K
Accounts
233
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 44%, Cash & Cash Equivalents 3%, Other 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities44%
  • Cash & Cash Equivalents3%
  • Other1%

Owners & executives

1 of 1
  • Sonia Goforth

    Sonia Goforth

    Chief Compliance OfficerCRD 2544170

Contacts

1 of 1
  • Scott Bell

    Scott Bell

    AdvisorCRD 4298614

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth