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Building 2GLOBAL FINANCIAL PRIVATE CLIENT

Map pinSARASOTA, FL
Phone941-441-1624
NotebookSEC #801-112204
Total AUM
$828.3M
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6000 CATTLERIDGE DRIVE
SUITE 200
SARASOTA
FL 34232
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
941-441-1624

ReceiptFinancials

Total AUM
$828.3M
Accounts
1,028
Discretionary
$688.5M
Accounts
926
Non-Discretionary
$139.9M
Accounts
102

ContactClients

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Individual Clients
45
AUM
$17.2M
HNW Individual Clients
95
AUM
$782.1M
Pension/Profit Sharing Plan Clients
1
AUM
$26M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNHTXVA

HandshakeAffiliates

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

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