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GLOBAL INDEX ADVISORS, INC.
GLOBAL INDEX ADVISORS, INC.
MARIETTA, Georgia
·
3 registered advisors
·
CRD# 139871
SEC# 801-66370
770-874-7042
01
Firm Overview
AUM
$21.0B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: LICENSEE FEES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at GLOBAL INDEX ADVISORS, INC.
3 registered advisors
Dennis J Gerschick
MARIETTA, Georgia
CRD# 5647566
George Velez Daniels
MARIETTA, Georgia
CRD# 60697
Vicki Smith Daniels
MARIETTA, Georgia
CRD# 720832
05
Office Locations
MARIETTA, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. GLOBAL INDEX ADVISORS, INC. (CRD# 139871) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.