GPS FINANCIAL, LLC

GPS FINANCIAL, LLC of PITTSFORD, NY is an SEC-registered investment adviser (CRD 290227). Regulatory assets under management: $77.3M.

Registration

• CRD: 290227
• SEC file number: 801-112019
• Type: Registered investment adviser
• Location: 141 SULLYS TRAIL, SUITE 8A, PITTSFORD, NY, 14534
• Phone: 585-598-9111
• Latest filing: 2026-03-17
• Regulatory AUM: $77.3M
• Discretionary AUM: $77.3M
• Clients: 2
• Accounts: 563

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290227 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search