Global Brokerage Services Inc

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Assets, Funds, Holdings

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Global Brokerage Services Inc
CRD #37505
SEC #801-131268
CIK #
AUM $117.8 M (2025-02-13)
Employees 5 (100% Investors, 100% Brokers)
Phone410-785-4990
Address11350 Mccormick Road
Hunt Valley, MD 21031
Source [IAPD] [Website]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 299 71.8
(b) Individuals (high net worth individuals) 81 46.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 535 117.8
By Discretionary
Discretionary 0 0.0
Non-Discretionary 535 117.8
Total 535 117.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 117.8
Total 535 117.8
Comparable Firms State AUM ($B)
Stephen Craig Schulmerich
0.1
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IL 0.1
Spyrnal Wealth Management LLC
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Vision Investment Advisors LLC
CT 0.1
HMS Financial Services LLC
SC 0.1
Sparrow Wealth Management Inc
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SFGA LLC
HI 0.1
Schmitt Wealth Advisers LLC
OH 0.1
Outbound Financial Inc
CO 0.1
Jaras Financial Services Inc
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