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Building 2GLOBAL VIEW CAPITAL MANAGEMENT LLC

Map pinWAUKESHA, WI
Phone262-650-1030
NotebookSEC #801-72887
Total AUM
$775.2M
Employees
122
Clients
3,819

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N14 W23833 STONE RIDGE DR - SUITE 350
WAUKESHA
WI 53188
United States
Operating Hours
9AM - 5PM CST
Monday - Friday
Phone
262-650-1030
Other Offices
5

ReceiptFinancials

Total AUM
$775.2M
Accounts
8,863
Discretionary
$775.2M
Accounts
8,863
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,658
AUM
$535.1M
HNW Individual Clients
128
AUM
$231.7M
Corporation or Business Clients
33
AUM
$8.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOFLGAHIIDILINKSKYLAMAMDMIMNMSMTNCNENHNJNMNVNYOHOKPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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