Overview
Assets Under Management: $137 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 105
Average Client Assets: $0.5 million
Frequently Asked Questions
GLOBAL BROKERAGE SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #37505), GLOBAL BROKERAGE SERVICES, INC. is subject to fiduciary duty under federal law.
GLOBAL BROKERAGE SERVICES, INC. is headquartered in HUNT VALLEY, MD.
GLOBAL BROKERAGE SERVICES, INC. serves 105 high-net-worth clients according to their SEC filing dated August 18, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL BROKERAGE SERVICES, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
GLOBAL BROKERAGE SERVICES, INC. manages $137 million in client assets according to their SEC filing dated August 18, 2025.
According to their SEC Form ADV, GLOBAL BROKERAGE SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.60%
Average Client Assets: $0.5 million
Total Client Accounts: 562
Non-Discretionary Accounts: 562
Regulatory Filings
CRD Number: 37505
Filing ID: 2010091
Last Filing Date: 2025-08-18 12:19:00