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| Global Financial Private Client LLC
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| |
|---|---|
| CRD # | 290006 |
| SEC # | 801-112204 |
| CIK # | 0002023568 |
| AUM | $515.7 MM (2024-03-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 941-441-1624 |
| Address | 6000 Cattleridge Drive Sarasota, FL 34232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| MRK | 232.4 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| PG | 338.1 | 0.0 | |
| ORCL | 182.8 | 0.0 | |
| TSM | 437.4 | 0.0 | |
| PEP | 226.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 17.8 |
| (b) Individuals (high net worth individuals) | 87 | 481.6 |
| (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 | 13.7 |
| (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 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 961 | 515.7 |
| By Discretionary | ||
| Discretionary | 850 | 419.6 |
| Non-Discretionary | 111 | 96.1 |
| Total | 961 | 515.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.7 | |
| Total | 961 | 515.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002023568] |
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|---|---|---|
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