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GLOBALT INVESTMENTS
3200 Windy Hill Road, Se
Suite 1550e
Atlanta, Georgia 30339
Tel: 404-364-2188
About GLOBALT INVESTMENTS
GLOBALT INVESTMENTS, formally registered with the SEC as GLOBALT INVESTMENTS. The firm was established in 11/06/2023. They have over 1 offices throughout the country.
GLOBALT INVESTMENTS is a Atlanta, Georgia based Financial Planning firm with nearly $2,661,690,190 assets under management, offering retirement planning & investment advisory services to 3887 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328039 |
| SEC# | 801-129022 |
| Assets Managed by Firm | $2,661,690,190 |
| No. of Clients | 3887 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENT OF MODEL PORTFOLIO FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO PROVIDER)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3887 | $2,661,690,190 |
| Individuals (other than high net worth individuals) | 3070 | $820,199,551 |
| High net worth individuals | 599 | $1,200,431,954 |
| Pension and profit sharing plans | 20 | $86,904,450 |
| Charitable organizations | 80 | $133,613,649 |
| Corporations or other businesses | 115 | $225,209,849 |
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