GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

DENVER, Colorado·3 registered advisors·CRD# 316072
SEC# 801-1225561720-420-4870
01

Firm Overview

AUM
$291M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

3 registered advisors
Adam L Way
DENVER, Colorado
CFPChFC
Bradley Robert Scoular
DENVER, Colorado
Eric Martin Jacobs
DENVER, Colorado
05

Office Locations

DENVER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC (CRD# 316072) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.