GPS PLANNING SOLUTIONS, LLC
Legal name: OAK TREE FINANCIAL SERVICES, LLC
CRD #175281 SEC #801-123562 HUNTSVILLE, AL (256) 704-9400
SEC Registered
Total AUM
$111.9M
Discretionary
$111.9M
Employees
4
Clients
0
Accounts
349
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $111.9M | $111.9M | $0 | 2 | 0 |
| Mar 2023 | $111.9M | $111.9M | $0 | 4 | 0 |
| Aug 2022 | $124.4M | $124.4M | $0 | 4 | 0 |
| Jun 2022 | $124.4M | $124.4M | $0 | 4 | 0 |
| Mar 2022 | $124.4M | $124.4M | $0 | 4 | 0 |
| Feb 2022 | $124.4M | $124.4M | $0 | 4 | 0 |
DateOct 2023
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees4
Clients0