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 $10,580,525,716 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 77 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157772 |
SEC# | 801-73314 |
Assets Managed by Firm | $10,580,525,716 |
No. of Clients | 30 |
No. of Advisors | 77 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 30 | $10,580,525,716 |
Charitable organizations | 13 | $4,345,273,798 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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