GLOBAL CAPITAL STRATEGIES II, LLC
Total AUM
$147M
Employees
1Clients
194Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 MADISON AVENUE SUITE 11D
NEW YORK
NY 10017
United States
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
888-544-2634
Other Offices
1
Financials
Total AUM
$147M
Accounts
221Discretionary
$143.7M
Accounts
192Non-Discretionary
$3.3M
Accounts
29
Clients
Individual Clients
41AUM
$49.6M
HNW Individual Clients
131AUM
$68.7M
Pooled Vehicle Clients
2AUM
$4.7M
Pension/Profit Sharing Plan Clients
2AUM
$3.3M
Corporation or Business Clients
18AUM
$20.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CAFLNYTX
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.