Global Financial Private Client

RIASEC Registered

Total AUM

$828M

Discretionary

$688M

83% of AUM

Avg account

$806K

Accounts

1,028

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 290006
Registered since: January 2, 2018
Website: www.mygfpc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.42%
Pension & Profit Sharing Plans3.14%
Individuals2.07%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Financial Private Client is an independent registered investment adviser that began SEC registration in 2018. The firm operates as an LLC with ownership tied to both an individual and a domestic entity. Its client focus is individual and family clients, and it offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and the selection of other advisers. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser identifies as a capital allocator and works with third-party managers to place client capital into external funds. It does not emphasize ESG investing, and it reports an industry affiliation with accountants.