# Global Portfolio Services LLC

> Global Portfolio Services LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2024.

- CRD: 287693
- Filed as: GLOBAL PORTFOLIO SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: August 19, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287693
- AdvisorCensus page: https://advisorcensus.com/firm/global-portfolio-services-llc-287693

## Quick answers

**How is Global Portfolio Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Portfolio Services LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Global Portfolio Services LLC registered with the SEC or a state?**
Global Portfolio Services LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 287693.

**How much does Global Portfolio Services LLC manage?**
Global Portfolio Services LLC reports $12,300,000 in regulatory assets under management in its Form ADV filing dated August 19, 2024 (100% discretionary).

**What types of clients does Global Portfolio Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (2).

**Does Global Portfolio Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287693

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,300,000
- Discretionary: $12,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $8,300,000 |
| High net worth individuals | 2 | $4,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Portfolio Services LLC (CRD 287693): Form ADV filing data as of October 2026.