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Building 2GLOBAL WEALTH MANAGEMENT, L.C.

Map pinDEERFIELD BEACH, FL
Phone+1 (341) 201-5599
NotebookSEC #801-77847
Total AUM
$184.2M
Employees
4
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 SE 10TH STREET
BUILDING 3
DEERFIELD BEACH
FL 33441
United States
Operating Hours
08:00 - 17:00
Monday - Friday
Phone
+1 (341) 201-5599
Other Offices
1

ReceiptFinancials

Total AUM
$184.2M
Accounts
34
Discretionary
$174.9M
Accounts
31
Non-Discretionary
$9.3M
Accounts
3

ContactClients

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Individual Clients
7
AUM
$4.7M
HNW Individual Clients
21
AUM
$149.2M
Corporation or Business Clients
6
AUM
$30.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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