Investment adviser · CRD 175281
OAK TREE FINANCIAL SERVICES, LLC
Investment adviser filing (IA)
GPS PLANNING SOLUTIONS, LLC
HUNTSVILLE, AL, United States · Form ADV filed Oct 12, 2023
- Regulatory AUM
- $112M Form ADV · Item 5.F
- Client accounts
- 349 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 108 | $72,188,766 | 64.5% |
| Individuals | 236 | $37,871,769 | 33.8% |
| Corporations & businesses | Fewer than 5 | $1,453,282 | 1.3% |
| Charities | Fewer than 5 | $401,981 | 0.4% |
Filing source
Form ADV 1788051 · Oct 12, 2023 · 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: Oct 12, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
120 HOLMES AVE., SUITE 305HUNTSVILLE, AL, 35801, United States
CRD 175281
Filing source
Form ADV 1788051 · Oct 12, 2023 · 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.