RIA Intel›Advisers›Michigan›GLOBAL PORTFOLIO SERVICES LLC

GLOBAL PORTFOLIO SERVICES LLC

Advisory

MI

Data as of Aug 19, 2024 · Source: SEC Form ADV

Average account
$256K
across 48 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 19, 2024.

Total AUM
$12M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

KB WEALTH MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
$12M
INTI LLC
$12M
MIDDLE COAST INVESTING LLC
$12M
OLIVE TREE ASSET MANAGEMENT, LLC
$13M
THE FINANCIAL PLANNING COMPANY LLC
$12M
PLANVESTING, LLC
$13M

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