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Building 2FIRST GLOBAL

Map pinNORTH HARROW, MIDDX
Phone+44 208 904 4942
NotebookSEC #801-121177
Total AUM
$17.2M
Employees
3
Clients
634

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 STATION ROAD
NORTH HARROW, MIDDX
HA2 7SE
United Kingdom
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
+44 208 904 4942

ReceiptFinancials

Total AUM
$17.2M
Accounts
634
Discretionary
$7.9M
Accounts
633
Non-Discretionary
$9.4M
Accounts
1

ContactClients

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Individual Clients
605
AUM
$4.5M
HNW Individual Clients
27
AUM
$2.8M
Investment Company Clients
1
AUM
$573.5K
Pooled Vehicle Clients
1
AUM
$9.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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