← Back to searchVisit website
GLOBALINVEST FINANCIAL SERVICES, INC.
CRD 154466
2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, 33134, United States
Phone
786-536-4075
Fax
786-536-4074
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $5.9M |
| High net worth individuals | 20 | $16.0M |
All web addresses on file
Official SEC filing: View on IAPD