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GLOBAL INVESTMENT ADVISER LC

721 Us Highway One
Suite 117
North Palm Beach, Florida 33408
Tel: 561-881-9688

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About GLOBAL INVESTMENT ADVISER LC

GLOBAL INVESTMENT ADVISER LC, formally registered with the SEC as GLOBAL INVESTMENT ADVISER LC. The firm was established in 11/10/1994. They have over 1 offices throughout the country.

GLOBAL INVESTMENT ADVISER LC is a North Palm Beach, Florida based Financial Planning firm with nearly $256,486,020 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105862
SEC#801-47774
Assets Managed by Firm$256,486,020
No. of Clients9
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (ASSET CONSOLIDATION SERVICES FOR HIGH NET-WORTH FAMILIES)

Firm Client Information

No. of ClientsAUM
Firm Total9$256,486,020
High net worth individuals7$256,486,020

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