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CHANNING GLOBAL ADVISORS, LLC

801 Brickell Ave
Suite 817
Miami, Florida 33131
Tel: 305-901-5315

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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 StatusApproved
Firm CRD#290893
SEC#801-112256
Assets Managed by Firm$553,356,000
No. of Clients30
No. of Advisors7

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 ClientsAUM
Firm Total30$553,356,000
Charitable organizations13$150,236,776
Other investment advisersFewer than 5 clients$62,901,512
Corporations or other businessesFewer than 5 clients$22,409,725

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