Global Portfolio Solutions, Inc.
● SEC registered since 2024CRD 333381SEC# 801-131396Scottsdale, AZ
Reg. AUM
$127.7M
Employees
3
Accounts
352
Location
Scottsdale, AZ
Global Portfolio Solutions, Inc. assets under management
Global Portfolio Solutions, Inc. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2024. It reports $127.7 million in regulatory assets under management and employs 3 people.
Global Portfolio Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trevor Robert Cross Control | Chief Compliance Officer | Under 5% | 2024 |
| William Joseph Jones Control | Founder And Chief Executive Officer | Over 75% | 2024 |
Frequently asked questions
How much does Global Portfolio Solutions, Inc. manage?
Global Portfolio Solutions, Inc. reports $127.7 million in regulatory assets under management on its Form ADV.
How many employees does Global Portfolio Solutions, Inc. have?
Global Portfolio Solutions, Inc. reports 3 employees.
Where is Global Portfolio Solutions, Inc. located?
Global Portfolio Solutions, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2024.
Does Global Portfolio Solutions, Inc. disclose fund performance?
Global Portfolio Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258 |
| Phone | 602-558-1211 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.7M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127.7Mregulatory AUM
Discretionary $127.7M