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Building 2CHANNING GLOBAL ADVISORS, LLC

Map pinFORT LAUDERDALE, FL
Phone305-517-5107
NotebookSEC #801-112256
Total AUM
$1.1B
Employees
8
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 E. BROWARD BLVD
SUITE 1135
FORT LAUDERDALE
FL 33394
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
305-517-5107
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
37
Discretionary
$1.1B
Accounts
35
Non-Discretionary
$46.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
3
AUM
$90.6M
Charitable Organization Clients
16
AUM
$237.5M
Government Entity Clients
9
AUM
$726M
Investment Advisor Clients
1
AUM
$49.5M
Corporation or Business Clients
1
AUM
$789.2K
Other Clients
5
AUM
$6M
Description of Other Clients
RELATED-PERSON EMPLOYEE ACCOUNTS (LEGACY)

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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