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 23 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 23 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 10 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 21 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 22 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 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.