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Daniel Wu

GPS CAPITAL MANAGEMENT, LLC·BURLINGAME, California
Unclaimed Profile
840 HINCKLEY ROAD, SUITE 246, BURLINGAME, CA 94010CRD# 2651056Firm CRD# 136330
01

About

Daniel Wu is a registered financial advisor based in BURLINGAME, California, affiliated with GPS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GPS CAPITAL MANAGEMENT, LLC
GPS CAPITAL MANAGEMENT, LLC
AUM
$69M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GPS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2651056
Firm CRD# 136330
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Wu offer?
Daniel Wu specializes in Investment Management. Contact their office in BURLINGAME, California for a consultation.
What are Daniel Wu's credentials?
Daniel Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Wu located?
Daniel Wu is based in BURLINGAME, California, working with GPS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Daniel Wu charge for services?
Daniel Wu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GPS CAPITAL MANAGEMENT, LLC?
GPS CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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