CRD: 281534
GPS Financial Group, LLC
$79.8M Total AUM
$67.3M Disc. AUM
-- 3Y CAGR
2 Employees
122 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Pershing · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- MomentumValue peak +more
- Established Date
- 01-04-2016
- Office Locations
- 2
Office Locations
2300 3 Mile Road Suite 3 Grand Rapids MI
-- Mokena IL
About GPS Financial Group, LLC
GPS Financial Group, LLC is an RIA providing wealth management, financial planning, and retirement plan services for individuals and business owners. The firm focuses on guided, personalized advice, portfolio construction, and risk-managed asset allocation, primarily using ETFs and mutual funds, with socially responsible investing options. Custody includes Pershing and Altruist.
Team overview
45 AVG AGE
$39.9M AVG AUM / ADVISOR
$654.5K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Unlock to see real insight on focus peak.
Upgrade to reveal position-level detail across unison foundation.
Unlock to compare peer behavior around timber horizon.
Request access to benchmark trends tied to ember.
See the complete signal summary connected to fusion.
Request access to benchmark trends tied to frontier.
Open the full profile to inspect shifts in focus timber.
Upgrade to reveal position-level detail across beacon meridian.
Asset Classes
Alpha optima Atlas
Client Personas
Pathway
Custodian
Frontier radial Signal Value Beacon focus Glacier
Investment Themes
Atlas Delta crest Foundation Beacon
Investment Vehicles
Bridge
Services
Momentum matrix Matrix Fusion Alpha Summit quantum Delta Harbor Signal
Technology
Quantum North beacon Signal
Owner & Executives
J
JAMES NOEL LOUWERSE
President
- CRD
- #3203268
- Ownership
- 50% but less than 75%
(973) 777-3770
element.zenith@harborcapital.com
in linkedin.com/in/oak-horizon
J
JOEL D POORTENGA
Owner
- CRD
- #5673061
- Ownership
- 50% but less than 75%
(671) 421-8844
vertex.alpha@zenithcapital.com
in linkedin.com/in/bridge-peak
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,307,550 | -- |
| Non-Discretionary | $12,541,352 | -- |
| Total | $79,848,902 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $79,848,902
Public Funds:
20.9% Cash:
20.8% Equity - Exchange:
36.2% Other:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $462,002,098 | 20.9% |
| Cash | $459,791,562 | 20.8% |
| Equity - Exchange | $800,214,161 | 36.2% |
| Other | $488,528,535 | 22.1% |
| Total | $2,210,536,356 | 100.0% |