|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Global Financial Private Client LLC
✚
|
|
|---|---|
| CRD # | 290006 |
| SEC # | 801-112204 |
| CIK # | 0002023568 |
| AUM | $666.9 M (2025-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 941-441-1624 |
| Address | 6000 Cattleridge Drive Sarasota, FL 34232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 19.9 |
| (b) Individuals (high net worth individuals) | 90 | 626.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 666.9 |
| By Discretionary | ||
| Discretionary | 851 | 529.7 |
| Non-Discretionary | 103 | 137.2 |
| Total | 954 | 666.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.9 | |
| Total | 954 | 666.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023568] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 0.7 |
|
Havenshare Financial LLC
✚
|
0.7 | |
|
Wealth Management Partners LLC
✚
|
AZ | 0.7 |
|
Wealth Advisory Group Inc
✚
|
PA | 0.7 |
|
Perennial Advisors LLC
✚
|
NY | 0.7 |
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.7 |
|
Carderock Capital Management Inc
✚
|
MD | 0.7 |
|
Smithbridge Asset Management Inc
✚
|
PA | 0.7 |
|
EagleClaw Capital Management LLC
✚
|
MA | 0.7 |
|
Seamount Financial Group Inc
✚
|
CO | 0.7 |