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Dina Louise Fliss

GLOBAL VIEW CAPITAL MANAGEMENT LLC·WAUKESHA, Wisconsin
Unclaimed Profile
N14 W23833 STONE RIDGE DR - SUITE 350, WAUKESHA, WI 53188CRD# 1358397Firm CRD# 158292
01

About

Dina Louise Fliss is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with GLOBAL VIEW CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
AUM
$594M
Regulatory assets under management
Employees
105
Total firm employees
View all advisors at GLOBAL VIEW CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 1358397
Firm CRD# 158292
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dina Louise Fliss offer?
Dina Louise Fliss specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Dina Louise Fliss's credentials?
Dina Louise Fliss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dina Louise Fliss located?
Dina Louise Fliss is based in WAUKESHA, Wisconsin, working with GLOBAL VIEW CAPITAL MANAGEMENT LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Dina Louise Fliss charge for services?
Dina Louise Fliss's firm is compensated through percentage of aum, subscription fees, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL VIEW CAPITAL MANAGEMENT LLC?
GLOBAL VIEW CAPITAL MANAGEMENT LLC has approximately 105 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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