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| Happy Holidays!! thanks for using AUM13F!! |
| Global View Investment Advisors LLC
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| CRD # | 145499 |
| SEC # | 801-68500 |
| CIK # | |
| AUM | $480.4 M (2025-07-23) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 864-335-9211 |
| Address | 800 E Washington St Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 98.8 |
| (b) Individuals (high net worth individuals) | 189 | 381.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,733 | 480.4 |
| By Discretionary | ||
| Discretionary | 1,718 | 466.1 |
| Non-Discretionary | 15 | 14.3 |
| Total | 1,733 | 480.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 480.4 | |
| Total | 1,733 | 480.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Herold Advisors Inc
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|
NY | 0.5 |
|
Jackson Square Capital LLC
✚
|
CA | 0.5 |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 0.5 |
|
Bridgeport Financial Solutions LLC
✚
|
AZ | 0.5 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.5 |
|
Capital Investment Management Inc
✚
|
MO | 0.5 |
|
Paradigm Wealth Management LLC
✚
|
OH | 0.5 |
|
West Wealth Group LLC
✚
|
CA | 0.5 |
|
The Strategic Financial Alliance Inc
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|
GA | 0.5 |
|
Edgerock Capital LLC
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|
CO | 0.5 |