| Name | Title | Ownership | Since |
|---|---|---|---|
| Trevor Robert Cross Control | Chief Compliance Officer | Under 5% | 2024 |
| William Joseph Jones Control | Founder And Chief Executive Officer | Over 75% | 2024 |
Global Portfolio Solutions, Inc. reports $124 million in regulatory assets under management on its Form ADV.
Global Portfolio Solutions, Inc. reports 3 employees.
Global Portfolio Solutions, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2024.
Global Portfolio Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85258 |
| Phone | 602-558-1211 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $124M |
| Non-discretionary | $0 |
| Total (RAUM) | $124M |