GLOBAL FINANCIAL PRIVATE CLIENT

RIASEC RegisteredEst. 2018
Total AUM
$828M
Discretionary
$688M
83% of AUM
Avg account
$806K
Accounts
1,028
Employees
6
Advisory reps
5

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 organized as an LLC and operating since 2018. The firm focuses on individual and family clients and acts as a capital allocator, using a mix of percentage-of-AUM, hourly, and fixed-fee billing. Advisory services emphasize comprehensive financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting and selecting third-party advisers. The firm is not positioned as an active ESG investor and maintains an affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 31%, Exchange Traded Equities 21%, Cash & Cash Equivalents 18%, State & Local Bonds 12%, Non-Exchange Traded Equities 10%, Investment Grade Corp Bonds 6%, US Government Bonds 2%31%
  • Public Funds/Mutual Funds31%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents18%
  • State & Local Bonds12%
  • Non-Exchange Traded Equities10%

Owners & executives

1 of 1

  • GEOFFREY FRAZIER

    President and CEOCRD 1991946

Contacts

3 of 4

  • Cynthia Shuford-Stover

    Investment Adviser RepresentativeCRD 1021716

  • BRIAN TIMM

    Vice President​, Wealth AdvisorCRD 6544776

  • Derek Hartman

    Investment Adviser RepresentativeCRD 6081035

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 178

Active vs passive

$205M in ETFs

Passive

81%

$166M

Active

10%

$39.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$14.6M22,4887.13%
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Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
6000 Cattleridge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth