GLOBAL FINANCIAL PRIVATE CLIENT

6000 Cattleridge Drive
Suite 200
Sarasota, Florida 34232
Tel: 941-441-1624

About GLOBAL FINANCIAL PRIVATE CLIENT

GLOBAL FINANCIAL PRIVATE CLIENT, formally registered with the SEC as GLOBAL FINANCIAL PRIVATE CLIENT. The firm was established in 01/02/2018. They have over 1 offices throughout the country.

GLOBAL FINANCIAL PRIVATE CLIENT is a Sarasota, Florida based Financial Planning firm with nearly $515,669,023 assets under management, offering retirement planning & investment advisory services to 961 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290006
SEC#	801-112204
Assets Managed by Firm	$515,669,023
No. of Clients	961
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	961	$515,669,023
Individuals (other than high net worth individuals)	53	$17,786,393
High net worth individuals	87	$481,554,246
Pension and profit sharing plans	Fewer than 5 clients	$13,710,995
Corporations or other businesses	Fewer than 5 clients	$2,617,389

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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