Overview
Assets Under Management: $480 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 189
Average Client Assets: $2 million
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