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| Happy Holidays!! thanks for using AUM13F!! |
| Global Financial Group Advisors LLC
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| CRD # | 166251 |
| SEC # | 801-110584 |
| CIK # | |
| AUM | $652.3 M (2025-03-28) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 855-530-0500 |
| Address | 3333 Deposit Drive Ne, Suite 220 Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 673 | 72.5 |
| (b) Individuals (high net worth individuals) | 8 | 16.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 563.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 652.3 |
| By Discretionary | ||
| Discretionary | 489 | 148.8 |
| Non-Discretionary | 277 | 503.6 |
| Total | 766 | 652.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 652.3 | |
| Total | 766 | 652.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Investment Partners LLC
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|
RI | 0.7 |
|
Strong Tower Advisory Services LLC
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|
MN | 0.7 |
|
Lorne Steinberg Wealth Management Inc
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|
0.7 | |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 0.7 |
|
Fonville Wealth Management LLC
✚
|
VA | 0.7 |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 0.7 |
|
Cedrus Holding Co LLC
✚
|
CO | 0.7 |
|
Cadent Capital Advisors LLC
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|
OK | 0.7 |
|
The August Group Capital Limited
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|
0.6 | |
|
ARQ Wealth Advisors LLC
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|
AZ | 0.6 |