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GLOBAL INVESTMENT COMPANY
JACKSON-GENT, CATHY, IRENE
CRD 281316
300 FRANK H. OGAWA PLAZA, SUITE 254, OAKLAND, CA, 94612, United States
Phone
510-835-8300
Fax
510-835-8302
Registration
— (—)
Source
State registered
Total AUM
$16.7M
Discretionary AUM
$16.7M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $576K |
| High net worth individuals | 96 | $14.8M |
| Charitable organizations | 2 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD