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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 07-31-2008
- Office Locations
- 1
Office Locations
About Gross Domestic Product, INC
Gross Domestic Product, Inc. is a California RIA focused on Financial Life Planning—starting with a client’s “why” to guide goals, money decisions, and peace of mind. The firm provides financial planning plus portfolio construction and asset allocation, commonly implemented with ETFs and mutual funds/public funds. Serves individuals and families, including entrepreneurs and business owners, via a documented step-by-step planning process.
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Owner & Executives
SCOTT ANDREW BELL
Founder, Managing Member
- CRD
- #4298614
- Ownership
- 75% or more
Sonia Ann Goforth
Chief Compliance Officer
- CRD
- #2544170
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,443,481 | $598,470 |
| Non-Discretionary | $0 | -- |
| Total | $139,443,481 | $598,470 |
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Separately Managed Accounts
Total SMA Asset: $139,443,481
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $540,688,142 | 19.6% |
| Equity - Exchange | $1,023,445,411 | 37.1% |
| Cash | $822,066,665 | 29.8% |
| Other | $372,412,751 | 13.5% |
| Total | $2,758,612,969 | 100.0% |