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Building 2GLOBAL TRUST WEALTH MANAGEMENT LLC

Map pinWEST PALM BEACH, FL
Phone561-207-9696
NotebookSEC #801-131384
Total AUM
$213.7M
Employees
5
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 N. FLAGLER DRIVE
STE 1700
WEST PALM BEACH
FL 33401
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
561-207-9696

ReceiptFinancials

Total AUM
$213.7M
Accounts
292
Discretionary
$204.9M
Accounts
264
Non-Discretionary
$8.8M
Accounts
28

ContactClients

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Individual Clients
45
AUM
$10.4M
HNW Individual Clients
43
AUM
$202.6M
Charitable Organization Clients
1
AUM
$675.8K
Corporation or Business Clients
2
AUM
$3.3K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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