GPS FINANCIAL, LLC
CRD #290227 SEC #801-112019 PITTSFORD, NY 585-598-9111
SEC Registered
Total AUM
$57.8M
Discretionary
$57.8M
Employees
1
Clients
10
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $57.8M | $57.8M | $0 | 1 | 3 |
| Mar 2025 | $57.8M | $57.8M | $0 | 1 | 3 |
| Mar 2024 | $52.8M | $52.8M | $0 | 2 | 3 |
| Sep 2023 | $43.6M | $43.6M | $0 | 2 | 0 |
| Mar 2023 | $43.6M | $43.6M | $0 | 2 | 0 |
| Feb 2022 | $46.4M | $46.4M | $0 | 1 | 0 |
| Mar 2021 | $40.3M | $40.3M | $0 | 2 | 188 |
| Jul 2020 | $38M | $38M | $0 | 2 | 0 |
| Jun 2020 | $38M | $38M | $0 | 2 | 0 |
| Apr 2020 | $38M | $38M | $0 | 2 | 0 |
| Jan 2020 | $29.3M | $29.3M | $0 | 2 | 0 |
| Mar 2019 | $29.3M | $29.3M | $0 | 2 | 0 |
| Sep 2018 | $28M | $28M | $0 | 1 | 0 |
| May 2018 | $28M | $28M | $0 | 1 | 0 |
| Apr 2018 | $28M | $28M | $0 | 2 | 0 |
| Mar 2018 | $28M | $28M | $0 | 2 | 0 |
| Dec 2017 | $0 | $0 | $0 | 2 | 0 |
| Dec 2017 | $7.6M | $7.6M | $0 | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees1
Clients3
DateMar 2025
Total AUM$57.8M
Discretionary$57.8M
Non-Disc.$0
Employees1
Clients3
DateMar 2024
Total AUM$52.8M
Discretionary$52.8M
Non-Disc.$0
Employees2
Clients3
DateSep 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees2
Clients188
DateJul 2020
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees2
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2017
Total AUM$7.6M
Discretionary$7.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0