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| Keyboard |
| Global Financial Group Advisors LLC
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|---|---|
| CRD # | 166251 |
| SEC # | 801-110584 |
| CIK # | |
| AUM | 739.4 M (2026-03-26) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 855-530-0500 |
| Address | 3333 Deposit Drive Ne, Suite 220 Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 38.1 |
| (b) Individuals (high net worth individuals) | 26 | 70.8 |
| (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 | 87 | 630.5 |
| (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 | 783 | 739.4 |
| By Discretionary | ||
| Discretionary | 521 | 175.2 |
| Non-Discretionary | 262 | 564.2 |
| Total | 783 | 739.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 739.4 | |
| Total | 783 | 739.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Interchange Capital Partners LLC
✚
|
PA | 743.6 M |
|
Sensible Money LLC
✚
|
AZ | 742.5 M |
|
Absolute Capital Management LLC
✚
|
PA | 742.5 M |
|
Gradient Capital Advisors LLC
✚
|
CA | 742.2 M |
|
The August Group Capital Limited
✚
|
740.3 M | |
|
Bayshore Asset Management LLC
✚
|
FL | 740.1 M |
|
Paragon Capital Management LLC
✚
|
KS | 739.8 M |
|
AM Investment Strategies LLC
✚
|
TN | 738.4 M |
|
The Marshall Financial Group LLC
✚
|
MD | 735.6 M |
|
DL Carlson Investment Group Inc
✚
|
NH | 735.5 M |