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Building 2GLOBAL PORTFOLIO STRATEGIES, INC.

Map pinHARTFORD, CT
Phone860-534-7790
NotebookSEC #801-16664
Total AUM
$1.7B
Employees
32
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 TRUMBULL STREET
HARTFORD
CT 06103
United States
Operating Hours
8:00 AM TO 4:45 PM
Monday - Friday
Phone
860-534-7790
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
285
Discretionary
$913.6M
Accounts
275
Non-Discretionary
$781.8M
Accounts
10

ContactClients

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Banking Clients
1
AUM
$54.2M
Insurance Company Clients
1
AUM
$504.4M
Corporation or Business Clients
47
AUM
$1.1B
Other Clients
1
AUM
$0
Description of Other Clients
N/A

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther Services
Other Services
SERVICES PROVIDED TO NON-QUALIFIED RETIREMENT PLAN SPONSORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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