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GLOBAL VALUE INVESTMENT CORPORATION
MILWAUKEE, WI
262-478-0640
SEC #801-121076Total AUM
$225.6M
Employees
11Clients
192Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1433 N WATER STREET
SUITE 400
MILWAUKEE
WI 53202
United States
SUITE 400
MILWAUKEE
WI 53202
United States
Operating Hours
8 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
262-478-0640
Other Offices
5
Financials
Total AUM
$225.6M
Accounts
539Discretionary
$224.4M
Accounts
516Non-Discretionary
$1.2M
Accounts
23
Clients
Individual Clients
120AUM
$35.7M
HNW Individual Clients
54AUM
$157.6M
Pooled Vehicle Clients
1AUM
$347.7K
Pension/Profit Sharing Plan Clients
4AUM
$2.3M
Charitable Organization Clients
3AUM
$715.5K
Investment Advisor Clients
6AUM
$22.9M
Corporation or Business Clients
4AUM
$6.1M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ASSET MANAGEMENT TO OTHER INVESTMENT ADVISORS AND FINANCIAL INSTITUTIONS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILMTNJNYPASCTXWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.