Overview
Assets Under Management: $226 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 54
Average Client Assets: $2.9 million
Frequently Asked Questions
GLOBAL VALUE INVESTMENT CORPORATION 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 #144260), GLOBAL VALUE INVESTMENT CORPORATION is subject to fiduciary duty under federal law.
GLOBAL VALUE INVESTMENT CORPORATION is headquartered in MILWAUKEE, WI.
GLOBAL VALUE INVESTMENT CORPORATION serves 54 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, GLOBAL VALUE INVESTMENT CORPORATION offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
GLOBAL VALUE INVESTMENT CORPORATION manages $226 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, GLOBAL VALUE INVESTMENT CORPORATION serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.84%
Average Client Assets: $2.9 million
Total Client Accounts: 539
Discretionary Accounts: 516
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 144260
Filing ID: 2066941
Last Filing Date: 2026-03-20 14:27:25