GLOBAL VIEW CAPITAL MANAGEMENT LLC

N14 W23833 Stone Ridge Dr - Suite 350
Waukesha, Wisconsin 53188
Tel: 262-650-1030

About GLOBAL VIEW CAPITAL MANAGEMENT LLC

GLOBAL VIEW CAPITAL MANAGEMENT LLC, formally registered with the SEC as GLOBAL VIEW CAPITAL MANAGEMENT LLC. The firm was established in 12/08/2011. They have over 7 offices throughout the country.

GLOBAL VIEW CAPITAL MANAGEMENT LLC is a Waukesha, Wisconsin based Financial Planning firm with nearly $593,801,273 assets under management, offering retirement planning & investment advisory services to 6508 clients. The firm is staffed with 105 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158292
SEC#	801-72887
Assets Managed by Firm	$593,801,273
No. of Clients	6508
No. of Advisors	105

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	6508	$593,801,273
Individuals (other than high net worth individuals)	6455	$469,629,095
High net worth individuals	53	$100,677,593
Pension and profit sharing plans	19	$23,494,585

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