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GLOBALT INVESTMENTS
ATLANTA, GA
404-364-2188
SEC #801-129022Total AUM
$3B
Employees
18Clients
3,248Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3200 WINDY HILL ROAD, SE
SUITE 1550E
ATLANTA
GA 30339
United States
SUITE 1550E
ATLANTA
GA 30339
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
404-364-2188
Financials
Total AUM
$3B
Accounts
3,248Discretionary
$3B
Accounts
3,248Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,335AUM
$721.5M
HNW Individual Clients
727AUM
$1.6B
Pension/Profit Sharing Plan Clients
15AUM
$81.6M
Charitable Organization Clients
75AUM
$192.2M
Government Entity Clients
5AUM
$229.5M
Corporation or Business Clients
91AUM
$239.1M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENT OF MODEL PORTFOLIO FEE
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.