GLOBAL FINANCIAL PRIVATE CLIENT, LLC
Doing business as GLOBAL FINANCIAL PRIVATE CLIENT. SEC Form ADV profile.
Total regulatory AUM
$828,334,313
Discretionary
$688,480,354
Non-discretionary
$139,853,959
Firm details
- CRD number
- 290006
- SEC file number
- 801-112204
- Main office
- SARASOTA, FL, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.