G
CRD: 287693
Global Portfolio Services LLC
Grand Rapids, MI
6162622738
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2018
- Office Locations
- 1
Office Locations
-- Grand Rapids MI
About Global Portfolio Services LLC
Global Portfolio Services LLC is a Grand Rapids-based RIA. The firm has been operating for 8 years. Managing $12.3M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$323.7K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon peak Insight
Investment Themes
Timber
Investment Vehicles
Horizon
Services
Momentum Glacier Radial element Capital Atlas delta
Owner & Executives
M
MICHAEL THOMAS MAIS MR
Chief Investment Officer, Founder
- CRD
- #1927076
- Ownership
- 75% or more
(846) 968-5287
vector.vector@peakcapital.com
in linkedin.com/in/glacier-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,300,000
Public Funds:
42.8% Equity - Exchange:
26.8% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,383,353,808 | 42.8% |
| Equity - Exchange | $2,118,548,646 | 26.8% |
| Cash | $2,403,129,807 | 30.4% |
| Total | $7,905,032,261 | 100.0% |