Overview
Assets Under Management: $2.8 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 18
Average Client Assets: $42 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.15
Average High-Net-Worth Client Assets: $42 million
Total Client Accounts: 3,521
Discretionary Accounts: 3,521
Regulatory Filings
CRD Number: 328039
Filing ID: 2001458
Last Filing Date: 2025-07-01 19:34:00
Website: https://globalt.com