Gps Capital Management, LLC

Gps Capital Management, LLC (CRD# 136330) is a financial advisory firm headquartered in San Ramon, CA. They manage $214,197,682 in 535 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $400,370
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, MA, NJ, NV, NY, OH, OR, TX, VA, WA

Financial Advisors at Gps Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jack X. Liu
CRD#: 2437713
111 Deerwood Road, Suite 338, San Ramon, CA 94583
93
Wealthminder
score

Jack Liu (CRD# 2437713) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.

2
Nancy C. Tong
CRD#: 2481760
111 Deerwood Road Ste 338, San Ramon, CA 94583
93
Wealthminder
score

Nancy Tong (CRD# 2481760) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.

3
Gus Wang
CRD#: 5302703
2410 Camino Ramon, Suite 128, San Ramon, CA 94583
93
Wealthminder
score

Gus Wang (CRD# 5302703) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.

4
Dennis L. Chen
CRD#: 2767010
111 Deerwood Road, Suite 338, San Ramon, CA 94583
83
Wealthminder
score

Dennis Chen (CRD# 2767010) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 20 years of experience in the finance industry.

5
Daniel Wu
CRD#: 2651056
111 Deerwood Road, Suite 338, San Ramon, CA 94583
83
Wealthminder
score

Daniel Wu (CRD# 2651056) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 21 years of experience in the finance industry.

6
Jennifer Ling
CRD#: 3277203
111 Deerwood Road, Suite 338, San Ramon, CA 94583
73
Wealthminder
score

Jennifer Ling (CRD# 3277203) is an Investment Advisor Representative working at Gps Capital Management, LLC in San Ramon, CA and has over 16 years of experience in the finance industry.

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