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⚲
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| Global View Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 145499 |
| SEC # | 801-68500 |
| CIK # | |
| AUM | $432.2 MM (2024-02-16) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 864-335-9211 |
| Address | 420 East Park Ave Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 101.6 |
| (b) Individuals (high net worth individuals) | 171 | 330.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,516 | 432.2 |
| By Discretionary | ||
| Discretionary | 1,468 | 419.6 |
| Non-Discretionary | 48 | 12.6 |
| Total | 1,516 | 432.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.2 | |
| Total | 1,516 | 432.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Purus Wealth Management LLC
✚
|
CA | 0.4 |
|
Persium Advisors LLC
✚
|
GA | 0.4 |
|
KIRR Marbach & Company LLC
✚
|
IN | 0.4 |
|
NIA Impact Advisors LLC
✚
|
CA | 0.4 |
|
Hilltop Wealth Advisors LLC
✚
|
NC | 0.4 |
|
Midwest Professional Planners Ltd
✚
|
WI | 0.4 |
|
Blue Barn Wealth LLC
✚
|
UT | 0.4 |
|
GEN Financial Management Inc
✚
|
MN | 0.4 |
|
Highland Financial Advisors LLC
✚
|
NJ | 0.4 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.4 |