Global View Capital Management LLC
Firm details
- Headquarters
- Waukesha, Wisconsin
- CRD number
- 158292
- Registered since
- December 8, 2011
- Website
- gvcmanagement.com
- 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
FINTRXOverview
Global View Capital Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2011. The firm identifies itself as a capital allocator and serves a mix of individual, family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage of assets under management, hourly charges and fixed fees. The firm reports an industry affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities72%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Private Funds5%
Owners & executives
3 of 10Dilys Chang
Independent ContractorCRD 5563755
Debra Selle
Chief Operations OfficerCRD 3018789
Anatole Kamentz
Independent ContractorCRD 1855277
Contacts
3 of 93Paul Kletke
Associate DirectorCRD 5652475
Joyce Kelley
Investment Advisor RepresentativeCRD 5667621
Joel Paetznick
Associate DirectorCRD 5675719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 314Active vs passive
$947M in ETFs
63%
$593M
8%
$354M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRADR 2X LONG INNOVATION 100 MONTHLY ETF (MQQQ) | $146M | 592,523 | 15.37% |
Location
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
Similar firms
Capital Innovations, LLC
RIAWaukesha, WI
Drake & Associates, LLC
RIAWaukesha, WI
Fortress Planning Group
RIAWaukesha, WI
IAG Wealth Partners, LLC
RIAWaukesha, WI
Ellenbecker Investment Group
RIAWaukesha, WI
Morgan-Aly Wealth Management, LLC
RIAWaukesha, WI