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GLOBAL FINANCIAL PRIVATE CLIENT

GLOBAL FINANCIAL PRIVATE CLIENT, LLC

CRD 290006 · SEC 801-112204

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6000 CATTLERIDGE DRIVE, SUITE 200, SARASOTA, FL, 34232, United States

Phone

941-441-1624

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$828.3M

Discretionary AUM

$688.5M

Team

6 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals45$17.2M
High net worth individuals95$782.1M

States served

CA, NC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD