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| Global Financial Private Client LLC
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|---|---|
| CRD # | 290006 |
| SEC # | 801-112204 |
| CIK # | 0002023568 |
| AUM | 828.3 M (2026-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-441-1624 |
| Address | 6000 Cattleridge Drive Sarasota, FL 34232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002023568 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| State Street Corp | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 17.2 |
| (b) Individuals (high net worth individuals) | 95 | 782.1 |
| (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 | 26.0 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,028 | 828.3 |
| By Discretionary | ||
| Discretionary | 926 | 688.5 |
| Non-Discretionary | 102 | 139.9 |
| Total | 1,028 | 828.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 828.3 | |
| Total | 1,028 | 828.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023568] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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827.7 M | |
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NY | 827.2 M |
|
MPS-Loria Financial Planners LLC
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|
IL | 826.6 M |
|
Aequitas Investment Advisors LLC
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|
MA | 826.1 M |
|
Madden Securities Corporation
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TX | 826.0 M |