GAP FINANCIAL SERVICES OR GAP FINANCIAL

GAP FINANCIAL SERVICES OR GAP FINANCIAL is an SEC-registered investment adviser (CRD 288703). Regulatory assets under management: $100.6M.

Registration

• CRD: 288703
• Type: Registered investment adviser
• Phone: (877) 437-2765
• Latest filing: 2026-02-26
• Regulatory AUM: $100.6M
• Discretionary AUM: $100.6M
• Clients: 6
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search