1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GLOBAL TRUST

Map pinPALM BEACH GARDENS, FL
Phone561-472-0191
NotebookSEC #801-68778
Total AUM
$384.5M
Employees
12
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11300 U.S. HIGHWAY 1
SUITE 600
PALM BEACH GARDENS
FL 33408
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
561-472-0191
Other Offices
2

ReceiptFinancials

Total AUM
$384.5M
Accounts
743
Discretionary
$348.3M
Accounts
713
Non-Discretionary
$36.2M
Accounts
30

ContactClients

View more in analytics →

Individual Clients
133
AUM
$35.3M
HNW Individual Clients
85
AUM
$275.6M
Pension/Profit Sharing Plan Clients
32
AUM
$37.8M
Government Entity Clients
1
AUM
$6.5M
Corporation or Business Clients
24
AUM
$29.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMTNCNJNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account