Global Investment Capital LLC

RIASEC Registered
Total AUM
$441K
Discretionary
$123K
28% of AUM
Avg account
$27.6K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
West Hills, California
CRD number
316134
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals72.19%
  • HNWI27.81%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Global Investment Capital LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not self-identify as a capital allocator and is not registered as a multi-state adviser. The firm does not position itself as an active ESG investor. Industry relationships include accountants, insurance companies, pension consultants, and real estate brokers, which suggests it coordinates with other professionals when delivering planning and investment solutions.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Avneet Kaur

    Avneet Kaur

    Co-FounderCRD 5137030

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

West Hills, CA

Los Angeles

Location

West Hills, CA

Headquartered in West Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
6700 Fallbrook Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth