GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

FORT LAUDERDALE, Florida·3 registered advisors·CRD# 286005
SEC# 801-1102272866-405-1031
01

Firm Overview

AUM
$422M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

3 registered advisors
Andrew Montgomery Costa
FORT LAUDERDALE, Florida
Christopher Grant Conness
FORT LAUDERDALE, Florida
John Stanley Thomas
FORT LAUDERDALE, Florida
CFA
05

Office Locations

FORT LAUDERDALE, Florida
3 advisors

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Data sourced from SEC Form ADV filings. GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. (CRD# 286005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.