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 RIA structured as an LLC that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registration year 2011) and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not identify itself 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$496M in ETFs
46%
$227M
10%
$270M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRADR 2X LONG INNOVATION 100 MONTHLY ETF (MQQQ) | $155M | 639,335 | 31.14% |
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
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