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GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499 · SEC 801-68500
800 E WASHINGTON ST, SUITE A, GREENVILLE, SC, 29601, United States
Phone
864-272-0818
Fax
864-335-9691
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$553.8M
Discretionary AUM
$552.8M
Team
8 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 366 | $90.9M |
| High net worth individuals | 219 | $462.9M |
States served
GA, NC, SC, TX
All web addresses on file
- https://www.youtube.com/@globalviewinv
- https://www.facebook.com/GlobalViewInvestmentAdvisors/
- https://www.alignable.com/greenville-sc/global-view-investment-advsiors
- https://twitter.com/GlobalViewSC
- HTTP://GLOBALVIEWINV.COM/
- https://www.linkedin.com/company/global-view-investment-advisors
- http://instagram.com/globalviewsc
Official SEC filing: View on IAPD