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Gts Financial, LLC

● SEC registered since 2024CRD 310222SEC# 801-129885Bloomington, MN
Export (members)
Reg. AUM
$147.2M
Employees
4
Accounts
736
Location
Bloomington, MN

Gts Financial, LLC assets under management

Gts Financial, LLC operates as an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2024. It reports $147.2 million in regulatory assets under management and employs 4 people.

Gts Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Grant Allan Meyer ControlFounder25-50%2021
Stacey Gayle StelterFounder5-10%2021
Tyler Jon Engbrecht ControlFounder, Cco25-50%2021

Frequently asked questions

How much does Gts Financial, LLC manage?

Gts Financial, LLC reports $147.2 million in regulatory assets under management on its Form ADV.

How many employees does Gts Financial, LLC have?

Gts Financial, LLC reports 4 employees.

Where is Gts Financial, LLC located?

Gts Financial, LLC is based in Bloomington, MN and has been SEC-registered since 2024.

Does Gts Financial, LLC disclose fund performance?

Gts Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3800 American Boulevard West, Suite 350, Bloomington, MN 55431
Phone952-222-8286
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$147.2M
Non-discretionary$25K
Total (RAUM)$147.2M