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Waukesha
GLOBAL VIEW CAPITAL MANAGEMENT LLC

GLOBAL VIEW CAPITAL MANAGEMENT LLC

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

About GLOBAL VIEW CAPITAL MANAGEMENT LLC

GLOBAL VIEW CAPITAL MANAGEMENT LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $593,801,273 in assets under management and provides investment advisory services for 6508 clients. There are currently 105 financial advisors at the firm.

General Information
Firm CRD#:

158292

Firm SEC#:

801-72887

Assets Under Management:

$593,801,273

No. of Clients:

6508

No. of Advisors:

105

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)

Fee Structure:

A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING)

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