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GLOBAL VIEW INVESTMENT ADVISORS, LLC

420 East Park Ave
Suite 303
Greenville, South Carolina 29601
Tel: 864-335-9211

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About GLOBAL VIEW INVESTMENT ADVISORS, LLC

GLOBAL VIEW INVESTMENT ADVISORS, LLC, formally registered with the SEC as GLOBAL VIEW INVESTMENT ADVISORS, LLC. The firm was established in 11/21/2007. They have over 2 offices throughout the country.

GLOBAL VIEW INVESTMENT ADVISORS, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $381,504,671 assets under management, offering retirement planning & investment advisory services to 1516 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145499
SEC#801-68500
Assets Managed by Firm$381,504,671
No. of Clients1516
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1516$381,504,671
Individuals (other than high net worth individuals)442$99,273,318
High net worth individuals159$282,231,353

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