Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > milwaukee > GLOBAL VALUE INVESTMENT CORPORATION
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 |
More Retirement Planning firms in Milwaukee, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Milwaukee, Wisconsin