GLOBAL VALUE INVESTMENT CORPORATION

1433 N Water Street
Suite 400
Milwaukee, Wisconsin 53202
Tel: 262-478-0640

About GLOBAL VALUE INVESTMENT CORPORATION

GLOBAL VALUE INVESTMENT CORPORATION, formally registered with the SEC as GLOBAL VALUE INVESTMENT CORPORATION. The firm was established in 04/30/2021. They have over 6 offices throughout the country.

GLOBAL VALUE INVESTMENT CORPORATION is a Milwaukee, Wisconsin based Financial Planning firm with nearly $171,075,331 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144260
SEC#	801-121076
Assets Managed by Firm	$171,075,331
No. of Clients	444
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ASSET MANAGEMENT TO OTHER INVESTMENT ADVISORS AND FINANCIAL INSTITUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	444	$171,075,331
Individuals (other than high net worth individuals)	92	$46,416,591
High net worth individuals	22	$91,474,454
Charitable organizations	2	$1,412,333
Other investment advisers	13	$30,853,680
Corporations or other businesses	3	$364,171

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MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
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