|
⚲
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| Global Financial Group Advisors LLC
✚
| |
|---|---|
| CRD # | 166251 |
| SEC # | 801-110584 |
| CIK # | |
| AUM | $576.1 MM (2024-03-06) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 855-530-0500 |
| Address | 3333 Deposit Drive Ne, Suite 220 Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 567 | 42.5 |
| (b) Individuals (high net worth individuals) | 18 | 31.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 84 | 502.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 669 | 576.1 |
| By Discretionary | ||
| Discretionary | 26 | 46.6 |
| Non-Discretionary | 643 | 529.6 |
| Total | 669 | 576.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 576.1 | |
| Total | 669 | 576.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant Street Asset Management Inc
✚
|
PA | 0.6 |
|
Promethos Capital LLC
✚
|
MA | 0.6 |
|
Sunburst Financial Group LLC
✚
|
AL | 0.6 |
|
Wealth Management Partners LLC
✚
|
AZ | 0.6 |
|
Ratio Wealth Group LLC
✚
|
CO | 0.6 |
|
GF International Investment Management Limited
✚
|
0.6 | |
|
Optimum Quantvest Corporation
✚
|
TX | 0.6 |
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 0.6 |
|
Walsh & Associates LLC
✚
|
FL | 0.6 |
|
Waypoint Wealth Counsel LLC
✚
|
GA | 0.6 |