Global View Capital Management LLC

RIASEC RegisteredEst. 2011
Total AUM
$775M
Discretionary
$775M
100% of AUM
Avg account
$87.5K
Accounts
8,863
Employees
122
Advisory reps
103

Firm details

Headquarters
Waukesha, Wisconsin
CRD number
158292
Registered since
December 8, 2011
Custodians
CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals69.03%
  • HNWI29.89%
  • Corporations / Businesses1.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global View Capital Management LLC is an independent registered investment adviser organized as an LLC and active since its 2011 SEC registration. The firm serves both individual and family clients as well as institutional clients, positioning itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm's documented investment preference leans toward equities, with a strong tilt to exchange‑traded instruments. Global View does not present itself as an active ESG investor. The advisory offering emphasizes customized planning and the use of outside managers where appropriate, suggesting a model that blends in‑house portfolio construction with delegated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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: Exchange Traded Equities 72%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%, Private Funds 5%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%
  • Private Funds5%

Owners & executives

3 of 11
  • Debra Selle

    Chief Operations OfficerCRD 3018789

  • Anatole Kamentz

    Independent ContractorCRD 1855277

  • Michael Pigassou

    Michael Pigassou

    Independent ContractorCRD 5648230

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Contacts

3 of 92
  • Dina Fliss

    Dina Fliss

    Founder and PresidentCRD 1358397

  • Terry Hastings

    Terry Hastings

    Investment Adviser RepresentativeCRD 6036234

  • Arnoldo Garza

    Arnoldo Garza

    Associate DirectorCRD 4595111

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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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ETF holdings

1 of 166

Active vs passive

$558M in ETFs

Passive

54%

$301M

Active

8%

$256M

ETFProviderStyleCategoryValueShares% of portfolio
TRADR 2X LONG INNOVATION 100 MONTHLY ETF (MQQQ)$146M592,52326.10%

Location

Primary office

Waukesha, WI

Waukesha

Location

Waukesha, WI

Headquartered in Waukesha, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Waukesha
Address
N14 W23833 Stone Ridge Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth