# GLOBAL PORTFOLIO SOLUTIONS, INC.

GLOBAL PORTFOLIO SOLUTIONS, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 333381
- Type: SEC-registered investment adviser
- SEC file number: 801-131396
- Location: 7702 EAST DOUBLETREE RANCH ROAD, SUITE 300, SCOTTSDALE, AZ, 85258
- Phone: 602-558-1211
- Latest filing: 2026-03-26
- Regulatory AUM: $127.7M
- Discretionary AUM: $127.7M
- Clients: 3
- Accounts: 352

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| William Joseph Jones | FOUNDER AND CHIEF EXECUTIVE OFFICER | — |
| Trevor Robert Cross | CHIEF COMPLIANCE OFFICER | — |
| JONES JOSEPH | FOUNDER AND CHIEF EXECUTIVE OFFICER | — |
| Cross Trevor Robert | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333381/similar
- Related entities: https://search.stillhousedata.com/firm/333381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.