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Building 2GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Map pinFORT LAUDERDALE, FL
Phone954-533-7144
NotebookSEC #801-110227
Total AUM
$722.8M
Employees
42
Clients
1,667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 EAST BROWARD BLVD
SUITE 200
FORT LAUDERDALE
FL 33301
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
954-533-7144
Other Offices
4

ReceiptFinancials

Total AUM
$722.8M
Accounts
3,687
Discretionary
$722.8M
Accounts
3,687
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,472
AUM
$400.8M
HNW Individual Clients
154
AUM
$304.7M
Pension/Profit Sharing Plan Clients
39
AUM
$13.7M
Corporation or Business Clients
2
AUM
$3.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGALAMAMDMINCNENHNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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