Overview
Assets Under Management: $5.8 billion
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 830
Average Client Assets: $1.9 million
Frequently Asked Questions
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC 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 #132070), GLOBAL FINANCIAL PRIVATE CAPITAL, LLC is subject to fiduciary duty under federal law.
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC is headquartered in SARASOTA, FL.
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC serves 830 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, GLOBAL FINANCIAL PRIVATE CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC manages $5.8 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, GLOBAL FINANCIAL PRIVATE CAPITAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 830
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.66%
Average Client Assets: $1.9 million
Total Client Accounts: 58,065
Discretionary Accounts: 58,065
Regulatory Filings
CRD Number: 132070
Filing ID: 1185338
Last Filing Date: 2018-03-29 15:32:00