GLOBAL VIEW CAPITAL MANAGEMENT LLC
Total AUM
$775.2M
Employees
122Clients
3,819Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
N14 W23833 STONE RIDGE DR - SUITE 350
WAUKESHA
WI 53188
United States
WAUKESHA
WI 53188
United States
Operating Hours
9AM - 5PM CST
Monday - Friday
Monday - Friday
Phone
262-650-1030
Other Offices
5
Financials
Total AUM
$775.2M
Accounts
8,863Discretionary
$775.2M
Accounts
8,863Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,658AUM
$535.1M
HNW Individual Clients
128AUM
$231.7M
Corporation or Business Clients
33AUM
$8.4M
Services
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
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.