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Building 2GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Map pinSARASOTA, FL
Phone800-220-0614
NotebookSEC #801-63282
Total AUM
$2.3B
Employees
25
Clients
8,923

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 NORTH CATTLEMEN ROAD
SUITE 106
SARASOTA
FL 34232
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
800-220-0614

ReceiptFinancials

Total AUM
$2.3B
Accounts
19,705
Discretionary
$2.3B
Accounts
19,705
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8,536
AUM
$1.7B
HNW Individual Clients
316
AUM
$505.8M
Pension/Profit Sharing Plan Clients
1
AUM
$401.7K
Charitable Organization Clients
2
AUM
$771.2K
Corporation or Business Clients
68
AUM
$36.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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