Global Portfolio Strategies Inc

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Assets, Funds, Holdings

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Global Portfolio Strategies Inc
CRD #105812
SEC #801-16664
CIK #
AUM
Employees 32 (16% Investors, 66% Brokers)
Phone860-534-7790
Address280 Trumbull Street
Hartford, CT 06103
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200720152023
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.1
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.5
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 47 1.1
(n) Other 0 0.0
Total 285 1.7
By Discretionary
Discretionary 275 0.9
Non-Discretionary 10 0.8
Total 285 1.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.7
Total 285 1.7
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