Investment adviser · CRD 105812
GLOBAL PORTFOLIO STRATEGIES, INC.
Investment adviser filing (IA)
HARTFORD, CT, United States · Form ADV filed Jun 21, 2022
- Regulatory AUM
- $1.7B Form ADV · Item 5.F
- Client accounts
- 285 Accounts, not individual clients
- Employees
- 32 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 47 | $1,136,890,393 | 67.1% |
| Insurance companies | Fewer than 5 | $504,366,042 | 29.7% |
| Banks & thrifts | Fewer than 5 | $54,157,901 | 3.2% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1659387 · Jun 21, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 21, 2022. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
280 TRUMBULL STREETHARTFORD, CT, 06103, United States
CRD 105812
Filing source
Form ADV 1659387 · Jun 21, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.