GP Financial

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Total assets under management

$8,700,000

Total clients

17% high-net worth

Total advisors

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

Average account size

$241,667

About

GP Financial Services Inc. serves individuals, high‑net‑worth individuals, and business entities, providing ongoing portfolio management and financial planning to a small client base. The firm prepares an investment policy statement for each client, offers discretionary portfolio management, and conducts periodic account reviews.

The firm's investment approach combines charting, fundamental and technical analysis with modern portfolio theory, and it employs both long‑term and short‑term trading strategies. Portfolios may include mutual funds, equities, fixed income, ETFs, treasury inflation‑protected securities, non‑U.S. securities, and, in some cases, private placements or venture capital, with client risk tolerances documented in investment policy statements.

A noteworthy characteristic is that GFSI is also an insurance company and may recommend or sell insurance products in addition to providing investment advice, a practice that the firm discloses as a potential conflict of interest. For a two‑advisor firm managing under $10 million, its willingness to pursue less liquid opportunities such as private placements and venture capital and its acceptance of soft‑dollar research while recommending a national custodian are operational features that differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Active portfolio management

Fee options

Percentage

1.50% annually

Project-based

$150 to $500 per hour

Main office location

GP Financial

2200 East Devon Avenue, Suite 266

Des Plaines IL 60018, United States

Number of offices

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 847-544-5895

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