$8.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-2008
- Office Locations
- 1
Office Locations
2700 E Sunset RD A12 LAS Vegas NV
About GSP Financial Strategies
Las Vegas-based GSP Financial Strategies is a retail-focused RIA led by managing member/CCO Daurene Lee. The firm provides financial and investment planning, retirement, tax and estate planning, and insurance/risk-management guidance for individuals and entrepreneurs. Portfolios emphasize diversified, publicly offered funds (mutual funds/registered investment companies) and asset allocation, with SEI as custodian.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$408.6K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAURENE LEE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #871364
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,171,121 | -- |
| Total | $8,171,121 | -- |
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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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