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Building 2GLOBAL INVESTMENT ADVISER LC

Map pinNORTH PALM BEACH, FL
Phone561-881-9688
NotebookSEC #801-47774
Total AUM
$276.4M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
533 GREENWAY DRIVE
NORTH PALM BEACH
FL 33408
United States
Operating Hours
09:30 TO 4:00
Monday - Friday
Phone
561-881-9688

ReceiptFinancials

Total AUM
$276.4M
Accounts
7
Discretionary
$9.1M
Accounts
6
Non-Discretionary
$267.4M
Accounts
1

ContactClients

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HNW Individual Clients
7
AUM
$276.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
ASSET CONSOLIDATION SERVICES FOR HIGH NET-WORTH FAMILIES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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