Global Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
San Jose, California
CRD number
327425
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Global Advisors, LLC is organized as a limited liability company under individual ownership. The firm combines brokerage and advisory activity: it operates as a real estate broker and insurance broker, provides accounting services and sells other financial products, while also offering advisory services such as financial planning, portfolio management for individuals and small businesses, publication of periodicals/newsletters, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not identified as an active ESG investor and is not flagged as a multistate adviser; the snapshot lists pension consulting among its advisory activities but does not mark it as a designated pension consultant in the classification fields.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ravdeep Bhasin

    Ravdeep Bhasin

    Financial AdvisorCRD 7407441

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Jose, CA

Santa Clara

Location

San Jose, CA

Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
15437 Stratford Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth