420 East Park Ave
Suite 303
Greenville, South Carolina 29601
Tel: 864-335-9211
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 $480,406,858 assets under management, offering retirement planning & investment advisory services to 1733 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145499 |
SEC# | 801-68500 |
Assets Managed by Firm | $480,406,858 |
No. of Clients | 1733 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1733 | $480,406,858 |
Individuals (other than high net worth individuals) | 397 | $98,764,401 |
High net worth individuals | 189 | $381,642,457 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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