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GLOBAL ENVIRONMENT FUND

4800 Hampden Lane
Suite 200
Bethesda, Maryland 20814
Tel: 571-331-0374

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About GLOBAL ENVIRONMENT FUND

GLOBAL ENVIRONMENT FUND, formally registered with the SEC as GLOBAL ENVIRONMENT FUND. The firm was established in 06/03/1991. They have over 2 offices throughout the country.

GLOBAL ENVIRONMENT FUND is a Bethesda, Maryland based Financial Planning firm with nearly $325,000,000 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107208
SEC#801-38983
Assets Managed by Firm$325,000,000
No. of Clients18
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total18$325,000,000

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