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GLOBALT INC
GLOBALT INC
ATLANTA, Georgia
·
1 registered advisor
·
CRD# 106430
SEC# 801-38123
404-364-2188
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Other: PCT OF MODEL PORTFOLIO FEE
03
Specialties
Investment Management
Wealth Management
04
Advisors at GLOBALT INC
1 registered advisor
Samuel Emory Allen
ATLANTA, Georgia
CRD# 4370785
05
Office Locations
ATLANTA, Georgia
1 advisor
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Data sourced from SEC Form ADV filings. GLOBALT INC (CRD# 106430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.