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GLOBALT INVESTMENTS
GLOBALT INVESTMENTS LLC
CRD 328039 · SEC 801-129022
3200 WINDY HILL ROAD, SE, SUITE 1550E, ATLANTA, GA, 30339, United States
Phone
404-364-2188
Fax
404-364-2189
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.02B
Discretionary AUM
$3.02B
Team
18 total employees; 18 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; PERCENT OF MODEL PORTFOLIO FEE
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)MODEL PORTFOLIO PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2335 | $721.5M |
| High net worth individuals | 727 | $1.56B |
| Pension/profit sharing plans | 15 | $81.6M |
| Charitable organizations | 75 | $192.2M |
| State/municipal entities | 5 | $229.5M |
| Corporations/business entities | 91 | $239.1M |
States served
AL, CA, CO, GA, IL, IN, KY, LA, MD, MI, MS, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD