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Adviser Profile

Registration status Registration Changed to GLOBAL BROKERAGE SERVICES, INC.
As of Date 10/12/2024
Adviser Type
Number of Employees 5
of those in investment advisory functions 5
AUM* 117,800,000
of that, discretionary 0
Private Fund GAV* 0
Avg Account Size 220,187
% High Net Worth 21.32%
SMA’s No
Private Funds 0
Contact Info 410 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees