224 W Tremont Avenue
Charlotte, North Carolina 28203
Tel: 704-333-8282
GLOBAL ENDOWMENT MANAGEMENT, LP, formally registered with the SEC as GLOBAL ENDOWMENT MANAGEMENT, LP. The firm was established in 02/24/2012. They have over 1 offices throughout the country.
GLOBAL ENDOWMENT MANAGEMENT, LP is a Charlotte, North Carolina based Financial Planning firm with nearly $11,558,231,568 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 72 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157772 |
SEC# | 801-73314 |
Assets Managed by Firm | $11,558,231,568 |
No. of Clients | 33 |
No. of Advisors | 72 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 33 | $11,558,231,568 |
Charitable organizations | 14 | $4,831,202,129 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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