GLOBAL PORTFOLIO SERVICES LLC

GLOBAL PORTFOLIO SERVICES LLC is an SEC-registered investment adviser (CRD 287693). Regulatory assets under management: $12.3M.

Registration

• CRD: 287693
• Type: Registered investment adviser
• Phone: 616-262-2738
• Latest filing: 2024-08-19
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Clients: 1
• Accounts: 48

Business model

Compensation: Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search