Global Key Advisors
Firm details
- Headquarters
- ,
- CRD number
- 170269
- Website
- gkadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.18%
- Pension & Profit Sharing Plans25.36%
- Individuals8.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Global Key Advisors is an independent registered investment adviser organized as a limited liability company with individual ownership. The firm works with individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Primary advisory services disclosed on its filing include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and the snapshot does not list it as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Josh Schein
CEOCRD 2487234
Contacts
3 of 3
Giani Kurniawan
Financial Data AnalystCRD 7795232
Valerija Martinovic
Investment Advisor RepresentativeCRD 7626254
Robert Sigler
ChairmanCRD 2717575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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