$77.3M Total AUM
$77.3M Disc. AUM
-- 3Y CAGR
2 Employees
271 ADV. Clients
8 yrs Firm Age
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- Custodian
- Assetmark · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2017
- Office Locations
- 1
Office Locations
141 Sullys Trail Suite 8A Pittsford NY
About GPS Financial, LLC
GPS Financial, LLC is a Pittsford, NY RIA founded by CFP Brian Imrich. The firm provides financial planning and investment management, including portfolio construction, tax and estate planning, and insurance/risk management guidance. Portfolios are primarily ETF-based with mutual funds used as needed, and the firm shares market perspectives through its PubGPS publication.
Team overview
41 AVG AGE
$77.3M AVG AUM / ADVISOR
$285.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN JOSEPH IMRICH
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4800010
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,322,871 | $137,341 |
| Non-Discretionary | $0 | -- |
| Total | $77,322,871 | $137,341 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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