|
⚲
|
| Global Opportune Investments LLC
✚
|
|
|---|---|
| CRD # | 319494 |
| SEC # | 801-135747 |
| CIK # | |
| AUM | $111.3 M (2026-04-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-464-4742 |
| Address | 801 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 4.7 |
| (b) Individuals (high net worth individuals) | 39 | 103.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 111.3 |
| By Discretionary | ||
| Discretionary | 140 | 111.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 140 | 111.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.5 | |
| United States Persons | 104.9 | |
| Total | 140 | 111.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Powers Investment Advisory Corporation
✚
|
0.1 | |
|
DW Investment Solutions Inc
✚
|
0.1 | |
|
Financial Mountain Inc
✚
|
CO | 0.1 |
|
The Quick Group LLC
✚
|
NY | 0.1 |
|
Belleair Wealth Management LLC
✚
|
FL | 0.1 |
|
Integrity Wealth Management LLC
✚
|
0.1 | |
|
Harbor Light Planning LLC
✚
|
0.1 | |
|
Golden Years Advisory LLC
✚
|
GA | 0.1 |
|
Levenson Wealth LLC
✚
|
0.1 | |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |