GFP INVESTMENT SERVICES, INC.
CRD #173093 SEC #801-98345 BETHLEHEM, PA 610-419-8680
SEC Registered
Total AUM
$203M
Discretionary
$450K
Employees
2
Clients
--
Accounts
286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $197.4M | $550K | $196.9M | 2 | 74 |
| Feb 2021 | $197.4M | $550K | $196.9M | 2 | 74 |
| Sep 2020 | $203M | $450K | $202.6M | 2 | 0 |
| Jun 2020 | $203M | $450K | $202.6M | 2 | 0 |
| Jan 2020 | $203M | $450K | $202.6M | 2 | 0 |
| Jan 2019 | $190M | $0 | $190M | 2 | 0 |
| Feb 2018 | $217M | $450K | $216.6M | 3 | 0 |
| Nov 2017 | $185M | $0 | $185M | 3 | 0 |
| Jan 2017 | $185M | $0 | $185M | 3 | 26 |
| Dec 2016 | $152.6M | $0 | $152.6M | 3 | 26 |
| Nov 2016 | $152.6M | $0 | $152.6M | 3 | 26 |
| Sep 2016 | $152.6M | $0 | $152.6M | 2 | 100 |
| Feb 2016 | $152.6M | $0 | $152.6M | 2 | 100 |
| Jun 2015 | $118M | $0 | $118M | 10 | 0 |
| May 2015 | $118M | $0 | $118M | 10 | 0 |
DateFeb 2021
Total AUM$197.4M
Discretionary$550K
Non-Disc.$196.9M
Employees2
Clients74
DateFeb 2021
Total AUM$197.4M
Discretionary$550K
Non-Disc.$196.9M
Employees2
Clients74
DateSep 2020
Total AUM$203M
Discretionary$450K
Non-Disc.$202.6M
Employees2
Clients0
DateJun 2020
Total AUM$203M
Discretionary$450K
Non-Disc.$202.6M
Employees2
Clients0
DateJan 2020
Total AUM$203M
Discretionary$450K
Non-Disc.$202.6M
Employees2
Clients0
DateJan 2019
Total AUM$190M
Discretionary$0
Non-Disc.$190M
Employees2
Clients0
DateFeb 2018
Total AUM$217M
Discretionary$450K
Non-Disc.$216.6M
Employees3
Clients0
DateNov 2017
Total AUM$185M
Discretionary$0
Non-Disc.$185M
Employees3
Clients0
DateJan 2017
Total AUM$185M
Discretionary$0
Non-Disc.$185M
Employees3
Clients26
DateDec 2016
Total AUM$152.6M
Discretionary$0
Non-Disc.$152.6M
Employees3
Clients26
DateNov 2016
Total AUM$152.6M
Discretionary$0
Non-Disc.$152.6M
Employees3
Clients26
DateSep 2016
Total AUM$152.6M
Discretionary$0
Non-Disc.$152.6M
Employees2
Clients100
DateFeb 2016
Total AUM$152.6M
Discretionary$0
Non-Disc.$152.6M
Employees2
Clients100
DateJun 2015
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees10
Clients0
DateMay 2015
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees10
Clients0