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
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- 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
10.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Alpha optima Atlas
Client Personas
Pathway
Custodian
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Investment Themes
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Investment Vehicles
Bridge
Services
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Technology
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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
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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 | -- |
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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% |