RIA Intel›Advisers›Connecticut›GLOBAL PORTFOLIO STRATEGIES, INC.

GLOBAL PORTFOLIO STRATEGIES, INC.

Advisory

N·HARTFORD, CT

Data as of Jun 21, 2022 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

-62.5%

3-Year CAGR

-25.4%

Employees

5

Assets Under Management

Total AUM$1.7B

Discretionary AUM$914M

Non-Discretionary AUM$782M

Discretionary %53.9%

Total Clients—

Team

Total Employees5

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingMar 30, 2005

Latest FilingJun 21, 2022

🔒 Full AUM trend chart and 55 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GLOBAL PORTFOLIO STRATEGIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.