GLOBAL PORTFOLIO STRATEGIES, INC.
CRD #105812 SEC #801-16664 HARTFORD, CT 860-534-7790
SEC Registered
Total AUM
$1.7B
Discretionary
$913.6M
Employees
32
Clients
--
Accounts
285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $1.7B | $913.6M | $781.8M | 32 | 68 |
| May 2022 | $1.7B | $913.6M | $781.8M | 32 | 68 |
| Apr 2022 | $1.7B | $913.6M | $781.8M | 32 | 68 |
| Mar 2022 | $4.6B | $913.6M | $3.6B | 32 | 69 |
| Jan 2022 | $4.5B | $788.8M | $3.7B | 31 | 72 |
| Dec 2021 | $4.5B | $788.8M | $3.7B | 31 | 72 |
| Nov 2021 | $4.5B | $788.8M | $3.7B | 31 | 72 |
| Aug 2021 | $4.5B | $788.8M | $3.7B | 31 | 72 |
| Mar 2021 | $4.5B | $788.8M | $3.7B | 31 | 72 |
| Oct 2020 | $4.1B | $639.4M | $3.4B | 34 | 76 |
| Oct 2020 | $4.1B | $639.4M | $3.4B | 34 | 76 |
| Jul 2020 | $4.1B | $639.4M | $3.4B | 34 | 76 |
| Mar 2020 | $4.7B | $1.2B | $3.5B | 55 | 76 |
| Dec 2019 | $4.3B | $1.1B | $3.2B | 61 | 85 |
| Sep 2019 | $4.3B | $1.1B | $3.2B | 61 | 85 |
| Apr 2019 | $4.3B | $1.1B | $3.2B | 61 | 85 |
| Mar 2019 | $4.3B | $1.1B | $3.2B | 61 | 85 |
| Jan 2019 | $4B | $1.1B | $2.9B | 95 | 93 |
| Oct 2018 | $4B | $1.1B | $2.9B | 95 | 93 |
| Apr 2018 | $4B | $1.1B | $2.9B | 95 | 93 |
| Mar 2018 | $4B | $1.1B | $2.9B | 95 | 93 |
| Sep 2017 | $4B | $837.4M | $3.2B | 101 | 200 |
| Aug 2017 | $4B | $837.4M | $3.2B | 101 | 200 |
| Apr 2017 | $4B | $837.4M | $3.2B | 101 | 200 |
| Mar 2017 | $4B | $837.4M | $3.2B | 135 | 32,200 |
| Nov 2016 | $3.1B | $576.7M | $2.5B | 125 | 29,700 |
| Sep 2016 | $3.1B | $576.7M | $2.5B | 125 | 29,700 |
| Jul 2016 | $3.1B | $576.7M | $2.5B | 125 | 29,700 |
| Apr 2016 | $3.1B | $576.7M | $2.5B | 125 | 29,700 |
| Mar 2016 | $3.1B | $576.7M | $2.5B | 125 | 29,700 |
| Jan 2016 | $2.6B | $120M | $2.5B | 120 | 27,900 |
| Aug 2015 | $2.6B | $120M | $2.5B | 120 | 27,900 |
| Jun 2015 | $2.6B | $120M | $2.5B | 120 | 27,900 |
| Mar 2015 | $2.5B | $0 | $2.5B | 108 | 27,900 |
| Feb 2015 | $2.5B | $0 | $2.5B | 115 | 25,000 |
| Jul 2014 | $2.5B | $0 | $2.5B | 115 | 25,000 |
| Mar 2014 | $2.5B | $0 | $2.5B | 115 | 25,000 |
| Sep 2013 | $2.1B | $0 | $2.1B | 116 | 22,900 |
| Mar 2013 | $2.1B | $0 | $2.1B | 116 | 22,900 |
| Nov 2012 | $2.1B | $0 | $2.1B | 139 | 18,700 |
| Oct 2012 | $2.1B | $0 | $2.1B | 51 | 18,700 |
| Aug 2012 | $2.1B | $0 | $2.1B | 51 | 18,700 |
| May 2012 | $2.1B | $0 | $2.1B | 51 | 18,700 |
| Mar 2012 | $2.1B | $0 | $2.1B | 51 | 18,700 |
| Aug 2011 | $2.1B | $0 | $2.1B | 51 | -- |
| Mar 2011 | $2.1B | $0 | $2.1B | 51 | -- |
| Oct 2010 | $1.8B | $0 | $1.8B | 51 | -- |
| Jun 2010 | $1.8B | $0 | $1.8B | 51 | -- |
| Mar 2010 | $1.8B | $0 | $1.8B | 51 | -- |
| Jan 2010 | $1.6B | $0 | $1.6B | 51 | -- |
| Mar 2008 | $1.5B | $0 | $1.5B | 51 | -- |
DateJun 2022
Total AUM$1.7B
Discretionary$913.6M
Non-Disc.$781.8M
Employees32
Clients68
DateMay 2022
Total AUM$1.7B
Discretionary$913.6M
Non-Disc.$781.8M
Employees32
Clients68
DateApr 2022
Total AUM$1.7B
Discretionary$913.6M
Non-Disc.$781.8M
Employees32
Clients68
DateMar 2022
Total AUM$4.6B
Discretionary$913.6M
Non-Disc.$3.6B
Employees32
Clients69
DateJan 2022
Total AUM$4.5B
Discretionary$788.8M
Non-Disc.$3.7B
Employees31
Clients72
DateDec 2021
Total AUM$4.5B
Discretionary$788.8M
Non-Disc.$3.7B
Employees31
Clients72
DateNov 2021
Total AUM$4.5B
Discretionary$788.8M
Non-Disc.$3.7B
Employees31
Clients72
DateAug 2021
Total AUM$4.5B
Discretionary$788.8M
Non-Disc.$3.7B
Employees31
Clients72
DateMar 2021
Total AUM$4.5B
Discretionary$788.8M
Non-Disc.$3.7B
Employees31
Clients72
DateOct 2020
Total AUM$4.1B
Discretionary$639.4M
Non-Disc.$3.4B
Employees34
Clients76
DateOct 2020
Total AUM$4.1B
Discretionary$639.4M
Non-Disc.$3.4B
Employees34
Clients76
DateJul 2020
Total AUM$4.1B
Discretionary$639.4M
Non-Disc.$3.4B
Employees34
Clients76
DateMar 2020
Total AUM$4.7B
Discretionary$1.2B
Non-Disc.$3.5B
Employees55
Clients76
DateDec 2019
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.2B
Employees61
Clients85
DateSep 2019
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.2B
Employees61
Clients85
DateApr 2019
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.2B
Employees61
Clients85
DateMar 2019
Total AUM$4.3B
Discretionary$1.1B
Non-Disc.$3.2B
Employees61
Clients85
DateJan 2019
Total AUM$4B
Discretionary$1.1B
Non-Disc.$2.9B
Employees95
Clients93
DateOct 2018
Total AUM$4B
Discretionary$1.1B
Non-Disc.$2.9B
Employees95
Clients93
DateApr 2018
Total AUM$4B
Discretionary$1.1B
Non-Disc.$2.9B
Employees95
Clients93
DateMar 2018
Total AUM$4B
Discretionary$1.1B
Non-Disc.$2.9B
Employees95
Clients93
DateSep 2017
Total AUM$4B
Discretionary$837.4M
Non-Disc.$3.2B
Employees101
Clients200
DateAug 2017
Total AUM$4B
Discretionary$837.4M
Non-Disc.$3.2B
Employees101
Clients200
DateApr 2017
Total AUM$4B
Discretionary$837.4M
Non-Disc.$3.2B
Employees101
Clients200
DateMar 2017
Total AUM$4B
Discretionary$837.4M
Non-Disc.$3.2B
Employees135
Clients32,200
DateNov 2016
Total AUM$3.1B
Discretionary$576.7M
Non-Disc.$2.5B
Employees125
Clients29,700
DateSep 2016
Total AUM$3.1B
Discretionary$576.7M
Non-Disc.$2.5B
Employees125
Clients29,700
DateJul 2016
Total AUM$3.1B
Discretionary$576.7M
Non-Disc.$2.5B
Employees125
Clients29,700
DateApr 2016
Total AUM$3.1B
Discretionary$576.7M
Non-Disc.$2.5B
Employees125
Clients29,700
DateMar 2016
Total AUM$3.1B
Discretionary$576.7M
Non-Disc.$2.5B
Employees125
Clients29,700
DateJan 2016
Total AUM$2.6B
Discretionary$120M
Non-Disc.$2.5B
Employees120
Clients27,900
DateAug 2015
Total AUM$2.6B
Discretionary$120M
Non-Disc.$2.5B
Employees120
Clients27,900
DateJun 2015
Total AUM$2.6B
Discretionary$120M
Non-Disc.$2.5B
Employees120
Clients27,900
DateMar 2015
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees108
Clients27,900
DateFeb 2015
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees115
Clients25,000
DateJul 2014
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees115
Clients25,000
DateMar 2014
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees115
Clients25,000
DateSep 2013
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees116
Clients22,900
DateMar 2013
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees116
Clients22,900
DateNov 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees139
Clients18,700
DateOct 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients18,700
DateAug 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients18,700
DateMay 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients18,700
DateMar 2012
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients18,700
DateAug 2011
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients--
DateMar 2011
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees51
Clients--
DateOct 2010
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients--
DateJun 2010
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients--
DateMar 2010
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients--
DateJan 2010
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees51
Clients--