Overview
Assets Under Management: $480 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 189
Average Client Assets: $2 million
Frequently Asked Questions
GLOBAL VIEW INVESTMENT ADVISORS, 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 #145499), GLOBAL VIEW INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
GLOBAL VIEW INVESTMENT ADVISORS, LLC is headquartered in GREENVILLE, SC.
GLOBAL VIEW INVESTMENT ADVISORS, LLC serves 189 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL VIEW INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GLOBAL VIEW INVESTMENT ADVISORS, LLC manages $480 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, GLOBAL VIEW INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,733
Discretionary Accounts: 1,718
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 145499
Last Filing Date: 2025-02-24 00:00:00
Website: https://globalviewinv.com