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CHANNING GLOBAL ADVISORS, LLC
801 Brickell Ave
Suite 817
Miami, Florida 33131
Tel: 305-901-5315
About CHANNING GLOBAL ADVISORS, LLC
CHANNING GLOBAL ADVISORS, LLC, formally registered with the SEC as CHANNING GLOBAL ADVISORS, LLC. The firm was established in 01/04/2018. They have over 1 offices throughout the country.
CHANNING GLOBAL ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $553,356,000 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290893 |
| SEC# | 801-112256 |
| Assets Managed by Firm | $553,356,000 |
| No. of Clients | 30 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $553,356,000 |
| Charitable organizations | 13 | $150,236,776 |
| Other investment advisers | Fewer than 5 clients | $62,901,512 |
| Corporations or other businesses | Fewer than 5 clients | $22,409,725 |
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