RIA Intel›Advisers›Florida›GLOBAL FINANCIAL PRIVATE CLIENT, LLC

GLOBAL FINANCIAL PRIVATE CLIENT, LLC

Advisory

N·SARASOTA, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$828M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.7%
Employees
5
Assets Under Management
Total AUM$828M
Discretionary AUM$688M
Non-Discretionary AUM$140M
Discretionary %83.1%
Total Clients141
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingNov 20, 2017
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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