SourcingSourcing

GLOBAL PORTFOLIO SOLUTIONS, INC.

A65
CRD 333381·SEC 801-131396·SCOTTSDALE, AZ
AUM
$127.7M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$383K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD
333381
SEC file #
801-131396
EIN
—
DBA names
Gps Investments

Economics

AUM
$127.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$124.0M → $127.7M▲ +3%
Client mix
Individuals Other52
Individuals High Net Worth33

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/in/trevor-cross-a51a7a158(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES, WILLIAM, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JONES, WILLIAM, JOSEPH
Cross, Trevor, Robert
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:globalportfolio.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4512
Soi Zip Pct 200k Plus
0.2392
Soi Zip Returns 200k Plus
3,160
Soi Zip Total AGI
2,764,641
Fdic Zip Total Deposits
48,257,954,000
Fdic Zip Branch Count
400
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity6
E*trade4
Fdic Zip Branches Raw
Norwest Bank Arizona, National AssociationScottsdale, AZ
Founders Bank of ArizonaScottsdale, AZ
Fdic Zip HHI
759.14
Fdic Zip Top Bank Share Pct
15.9
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,860
Returns2,370
Stub 2
AGI69,283
Returns1,850
Stub 3
AGI104,873
Returns1,700
Soi Zip Total Business Income
90,188
Soi Zip Total Cap Gains
519,691
Soi Zip Total Dividends
120,977
Soi Zip Total Returns
13,210
Top Owner CRD
1943251
Trust Company Affiliate
No

People (2)

2
JONES, WILLIAM, JOSEPH
IAR · Direct Owner · 87.5%
1943251
Cross, Trevor, Robert
IAR · Executive Officer · 2.5%
6977085