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GLOBAL FINANCIAL PRIVATE CLIENT, LLC
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
GLOBAL FINANCIAL PRIVATE CLIENT
SARASOTA, Florida
·
2 registered advisors
·
CRD# 290006
SEC# 801-112204
0
941-441-1624
01
Firm Overview
AUM
$516M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GLOBAL FINANCIAL PRIVATE CLIENT, LLC
2 registered advisors
Brian Curtis Timm
SARASOTA, Florida
CRD# 6544776
Geoffrey Allen Frazier
SARASOTA, Florida
CRD# 1991946
05
Office Locations
SARASOTA, Florida
2 advisors
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Data sourced from SEC Form ADV filings. GLOBAL FINANCIAL PRIVATE CLIENT, LLC (CRD# 290006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.