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Building 2GLOBAL FINANCIAL ASSET MANAGEMENT, LLC

Map pinSARASOTA, FL
Phone941-918-8266
NotebookSEC #801-62284
Total AUM
$72.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2080 RINGLING BOULEVARD,
1ST FLOOR
SARASOTA
FL 34237
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
941-918-8266

ReceiptFinancials

Total AUM
$72.4M
Accounts
555
Discretionary
$22.6M
Accounts
96
Non-Discretionary
$49.8M
Accounts
459

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNTX

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

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