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GLOBALT INVESTMENTS
ATLANTA, GA
404-364-2188
SEC #801-78344Total AUM
$2.5B
Employees
21Clients
4,225Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3400 OVERTON PARK DRIVE
SUITE 200
ATLANTA
GA 30339
United States
SUITE 200
ATLANTA
GA 30339
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
404-364-2188
Financials
Total AUM
$2.5B
Accounts
4,225Discretionary
$2.5B
Accounts
4,225Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,416AUM
$852M
HNW Individual Clients
577AUM
$1.1B
Pension/Profit Sharing Plan Clients
21AUM
$84.7M
Charitable Organization Clients
51AUM
$82.8M
Government Entity Clients
3AUM
$164.7M
Corporation or Business Clients
157AUM
$259M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PCT OF MODEL PORTFOLIO FEE
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.