GLOBAL WEALTH MANAGEMENT, L.C. - Financial Advisor in Florida, Deerfield Beach

Tel: -3631 625 Se 10th Street Building 3 Deerfield Beach, Florida 33441

About GLOBAL WEALTH MANAGEMENT, L.C.

GLOBAL WEALTH MANAGEMENT, L.C. is a Deerfield Beach, Florida based financial advisory firm with nearly $124,557,166 in assets under management and provides investment advisory services for 34 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

150743

Firm SEC#:

801-77847

Assets Under Management:

$124,557,166

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS)

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Florida, Deerfield Beach

FirmCRD#:125186

SEC#:801-61941

No. of Advisors:5

No. of Clients:431

AUM:$375,590,250

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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125186

801-61941

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